Royal Bank of Canada’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Sell |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $4.23M | Sell |
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|
2023
Q4 | $5.35M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.77M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $3.22M | Buy |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $95K | Buy |
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|
2019
Q2 | $86K | Sell |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $23K | Sell |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $147K | Sell |
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|
2017
Q2 | $236K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $447K | Buy |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $409K | Buy |
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|
2016
Q1 | $395K | Sell |
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|
2015
Q4 | $725K | Buy |
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|
2015
Q3 | $154K | Sell |
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|
2015
Q2 | $1.45M | Buy |
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|
2015
Q1 | $633K | Sell |
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|
2014
Q4 | $829K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $127K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $114K | Buy |
|