Royce & Associates’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
8,732
| – | – | ﹤0.01% | 715 |
|
|
2025
Q1 | $453K | Hold |
8,732
| – | – | ﹤0.01% | 736 |
|
|
2024
Q4 | $464K | Sell |
8,732
-69,436
| -89% | -$3.69M | ﹤0.01% | 769 |
|
|
2024
Q3 | $3.99M | Buy |
78,168
+55,668
| +247% | +$2.84M | 0.04% | 516 |
|
|
2024
Q2 | $1.06M | Hold |
22,500
| – | – | 0.01% | 714 |
|
|
2024
Q1 | $1.02M | Hold |
22,500
| – | – | 0.01% | 723 |
|
|
2023
Q4 | $1.03M | Hold |
22,500
| – | – | 0.01% | 736 |
|
|
2023
Q3 | $821K | Hold |
22,500
| – | – | 0.01% | 769 |
|
|
2023
Q2 | $849K | Hold |
22,500
| – | – | 0.01% | 776 |
|
|
2023
Q1 | $846K | Sell |
22,500
-10,052
| -31% | -$378K | 0.01% | 782 |
|
|
2022
Q4 | $1.48M | Sell |
32,552
-9,452
| -23% | -$429K | 0.02% | 695 |
|
|
2022
Q3 | $1.95M | Sell |
42,004
-12,945
| -24% | -$602K | 0.02% | 629 |
|
|
2022
Q2 | $2.2M | Buy |
54,949
+7,567
| +16% | +$303K | 0.02% | 650 |
|
|
2022
Q1 | $2.21M | Buy |
47,382
+34,669
| +273% | +$1.62M | 0.02% | 699 |
|
|
2021
Q4 | $637K | Buy |
+12,713
| New | +$637K | ﹤0.01% | 860 |
|
|
2021
Q1 | – | Sell |
-82,689
| Closed | -$3.71M | – | 1066 |
|
|
2020
Q4 | $3.71M | Sell |
82,689
-49,900
| -38% | -$2.24M | 0.03% | 608 |
|
|
2020
Q3 | $3.58M | Sell |
132,589
-267,325
| -67% | -$7.21M | 0.04% | 542 |
|
|
2020
Q2 | $11.5M | Sell |
399,914
-111,281
| -22% | -$3.19M | 0.13% | 225 |
|
|
2020
Q1 | $12.7M | Sell |
511,195
-138,900
| -21% | -$3.46M | 0.17% | 157 |
|
|
2019
Q4 | $28.6M | Buy |
650,095
+29,766
| +5% | +$1.31M | 0.26% | 89 |
|
|
2019
Q3 | $27.4M | Buy |
620,329
+89,000
| +17% | +$3.92M | 0.25% | 88 |
|
|
2019
Q2 | $21.9M | Buy |
531,329
+98,254
| +23% | +$4.06M | 0.2% | 129 |
|
|
2019
Q1 | $16.7M | Buy |
433,075
+128,095
| +42% | +$4.94M | 0.14% | 191 |
|
|
2018
Q4 | $11.6M | Buy |
+304,980
| New | +$11.6M | 0.1% | 274 |
|