Raymond James & Associates’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.33M | Sell |
84,878
-24,627
| -22% | -$1.26M | ﹤0.01% | 1753 |
|
|
2024
Q2 | $5.15M | Sell |
109,505
-1,041
| -0.9% | -$48.9K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $4.99M | Buy |
110,546
+5,743
| +5% | +$259K | ﹤0.01% | 1577 |
|
|
2023
Q4 | $4.81M | Buy |
104,803
+8,796
| +9% | +$404K | ﹤0.01% | 1558 |
|
|
2023
Q3 | $3.5M | Buy |
96,007
+841
| +0.9% | +$30.7K | ﹤0.01% | 1678 |
|
|
2023
Q2 | $3.59M | Sell |
95,166
-26,064
| -21% | -$983K | ﹤0.01% | 1697 |
|
|
2023
Q1 | $4.56M | Buy |
121,230
+8,207
| +7% | +$309K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $5.12M | Buy |
113,023
+276
| +0.2% | +$12.5K | ﹤0.01% | 1381 |
|
|
2022
Q3 | $5.24M | Buy |
112,747
+3,072
| +3% | +$143K | 0.01% | 1347 |
|
|
2022
Q2 | $4.4M | Sell |
109,675
-2,382
| -2% | -$95.5K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $5.22M | Buy |
+112,057
| New | +$5.22M | ﹤0.01% | 1480 |
|