Pzena Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6M | Buy |
811,169
+23,360
| +3% | +$1.28M | 0.15% | 88 |
|
|
2025
Q1 | $40.9M | Sell |
787,809
-2,775
| -0.4% | -$144K | 0.14% | 80 |
|
|
2024
Q4 | $42M | Sell |
790,584
-25,886
| -3% | -$1.38M | 0.14% | 83 |
|
|
2024
Q3 | $41.6M | Sell |
816,470
-83,189
| -9% | -$4.24M | 0.13% | 89 |
|
|
2024
Q2 | $42.3M | Sell |
899,659
-33,062
| -4% | -$1.55M | 0.15% | 84 |
|
|
2024
Q1 | $42.1M | Sell |
932,721
-70,726
| -7% | -$3.19M | 0.14% | 92 |
|
|
2023
Q4 | $46.1M | Sell |
1,003,447
-40,549
| -4% | -$1.86M | 0.17% | 91 |
|
|
2023
Q3 | $38.1M | Sell |
1,043,996
-974
| -0.1% | -$35.6K | 0.16% | 95 |
|
|
2023
Q2 | $39.4M | Sell |
1,044,970
-6,377
| -0.6% | -$241K | 0.17% | 96 |
|
|
2023
Q1 | $39.5M | Sell |
1,051,347
-46,869
| -4% | -$1.76M | 0.17% | 96 |
|
|
2022
Q4 | $49.8M | Sell |
1,098,216
-38,760
| -3% | -$1.76M | 0.22% | 81 |
|
|
2022
Q3 | $52.8M | Sell |
1,136,976
-45,901
| -4% | -$2.13M | 0.26% | 70 |
|
|
2022
Q2 | $47.4M | Buy |
1,182,877
+442,621
| +60% | +$17.7M | 0.21% | 81 |
|
|
2022
Q1 | $34.5M | Buy |
740,256
+35,764
| +5% | +$1.67M | 0.13% | 101 |
|
|
2021
Q4 | $35.3M | Buy |
704,492
+8,751
| +1% | +$439K | 0.13% | 101 |
|
|
2021
Q3 | $35.7M | Buy |
695,741
+14,977
| +2% | +$768K | 0.14% | 98 |
|
|
2021
Q2 | $31.7M | Sell |
680,764
-37,827
| -5% | -$1.76M | 0.12% | 102 |
|
|
2021
Q1 | $35.8M | Sell |
718,591
-313,715
| -30% | -$15.6M | 0.15% | 100 |
|
|
2020
Q4 | $46.3M | Buy |
1,032,306
+127,037
| +14% | +$5.7M | 0.22% | 78 |
|
|
2020
Q3 | $24.4M | Buy |
905,269
+95,233
| +12% | +$2.57M | 0.15% | 96 |
|
|
2020
Q2 | $23.2M | Buy |
810,036
+13,945
| +2% | +$400K | 0.15% | 95 |
|
|
2020
Q1 | $19.8M | Buy |
796,091
+35,717
| +5% | +$890K | 0.15% | 98 |
|
|
2019
Q4 | $33.4M | Buy |
760,374
+93,024
| +14% | +$4.09M | 0.16% | 97 |
|
|
2019
Q3 | $29.4M | Buy |
667,350
+2,953
| +0.4% | +$130K | 0.16% | 92 |
|
|
2019
Q2 | $27.4M | Buy |
664,397
+5,568
| +0.8% | +$230K | 0.14% | 97 |
|
|
2019
Q1 | $25.4M | Sell |
658,829
-27,454
| -4% | -$1.06M | 0.14% | 102 |
|
|
2018
Q4 | $26M | Buy |
686,283
+565,969
| +470% | +$21.5M | 0.15% | 99 |
|
|
2018
Q3 | $5.67M | Buy |
120,314
+835
| +0.7% | +$39.4K | 0.03% | 125 |
|
|
2018
Q2 | $6.37M | Sell |
119,479
-402
| -0.3% | -$21.4K | 0.03% | 129 |
|
|
2018
Q1 | $5.74M | Sell |
119,881
-29,162
| -20% | -$1.4M | 0.03% | 129 |
|
|
2017
Q4 | $7.13M | Sell |
149,043
-12,330
| -8% | -$590K | 0.04% | 128 |
|
|
2017
Q3 | $7.87M | Sell |
161,373
-176,776
| -52% | -$8.62M | 0.04% | 131 |
|
|
2017
Q2 | $15.3M | Sell |
338,149
-4,405
| -1% | -$200K | 0.08% | 125 |
|
|
2017
Q1 | $15.7M | Sell |
342,554
-243,933
| -42% | -$11.2M | 0.09% | 122 |
|
|
2016
Q4 | $27.2M | Sell |
586,487
-3,725
| -0.6% | -$173K | 0.16% | 104 |
|
|
2016
Q3 | $21.5M | Buy |
590,212
+11,558
| +2% | +$422K | 0.13% | 109 |
|
|
2016
Q2 | $18.6M | Sell |
578,654
-8,684
| -1% | -$280K | 0.12% | 114 |
|
|
2016
Q1 | $19.1M | Sell |
587,338
-3,145
| -0.5% | -$102K | 0.12% | 111 |
|
|
2015
Q4 | $19.1M | Sell |
590,483
-3,725
| -0.6% | -$121K | 0.12% | 112 |
|
|
2015
Q3 | $17.1M | Buy |
594,208
+103,382
| +21% | +$2.98M | 0.11% | 114 |
|
|
2015
Q2 | $13.4M | Buy |
490,826
+328,684
| +203% | +$8.99M | 0.08% | 125 |
|
|
2015
Q1 | $12.3M | Sell |
162,142
-8,501
| -5% | -$643K | 0.07% | 128 |
|
|
2014
Q4 | $13.1M | Sell |
170,643
-13,950
| -8% | -$1.07M | 0.07% | 124 |
|
|
2014
Q3 | $13.2M | Sell |
184,593
-1,025
| -0.6% | -$73.4K | 0.07% | 124 |
|
|
2014
Q2 | $13.7M | Sell |
185,618
-4,683
| -2% | -$345K | 0.08% | 120 |
|
|
2014
Q1 | $13.6M | Sell |
190,301
-10,244
| -5% | -$732K | 0.08% | 112 |
|
|
2013
Q4 | $15.5M | Sell |
200,545
-1,050
| -0.5% | -$81.4K | 0.09% | 113 |
|
|
2013
Q3 | $12.1M | Sell |
201,595
-148,716
| -42% | -$8.96M | 0.08% | 113 |
|
|
2013
Q2 | $18.4M | Buy |
+350,311
| New | +$18.4M | 0.12% | 105 |
|