Russell Investments Group’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 | $539K | Sell |
9,799
-558
| -5% | -$30.7K | ﹤0.01% | 2309 |
|
|
2025
Q1 | $537K | Buy |
10,357
+854
| +9% | +$44.3K | ﹤0.01% | 2277 |
|
|
2024
Q4 | $505K | Buy |
9,503
+56
| +0.6% | +$2.98K | ﹤0.01% | 2263 |
|
|
2024
Q3 | $482K | Sell |
9,447
-3,194
| -25% | -$163K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $594K | Buy |
12,641
+11,821
| +1,442% | +$556K | ﹤0.01% | 2143 |
|
|
2024
Q1 | $37K | Sell |
820
-11,501
| -93% | -$519K | ﹤0.01% | 2704 |
|
|
2023
Q4 | $566K | Buy |
12,321
+36
| +0.3% | +$1.65K | ﹤0.01% | 2176 |
|
|
2023
Q3 | $448K | Sell |
12,285
-2,739
| -18% | -$100K | ﹤0.01% | 2264 |
|
|
2023
Q2 | $567K | Sell |
15,024
-8,406
| -36% | -$317K | ﹤0.01% | 2182 |
|
|
2023
Q1 | $881K | Sell |
23,430
-21,198
| -47% | -$797K | ﹤0.01% | 2038 |
|
|
2022
Q4 | $2.02M | Buy |
44,628
+12,523
| +39% | +$568K | ﹤0.01% | 1588 |
|
|
2022
Q3 | $1.49M | Sell |
32,105
-11,007
| -26% | -$511K | ﹤0.01% | 1719 |
|
|
2022
Q2 | $1.73M | Sell |
43,112
-3,893
| -8% | -$156K | ﹤0.01% | 1675 |
|
|
2022
Q1 | $2.19M | Buy |
47,005
+16,792
| +56% | +$782K | ﹤0.01% | 1595 |
|
|
2021
Q4 | $1.51M | Sell |
30,213
-1,520
| -5% | -$76.1K | ﹤0.01% | 1936 |
|
|
2021
Q3 | $1.63M | Sell |
31,733
-12,109
| -28% | -$620K | ﹤0.01% | 1945 |
|
|
2021
Q2 | $2.04M | Sell |
43,842
-3,970
| -8% | -$185K | ﹤0.01% | 1912 |
|
|
2021
Q1 | $2.38M | Sell |
47,812
-12,530
| -21% | -$623K | ﹤0.01% | 1775 |
|
|
2020
Q4 | $2.71M | Sell |
60,342
-13,112
| -18% | -$588K | 0.01% | 1592 |
|
|
2020
Q3 | $1.98M | Buy |
73,454
+3,113
| +4% | +$83.9K | ﹤0.01% | 1696 |
|
|
2020
Q2 | $2.02M | Buy |
70,341
+14,958
| +27% | +$429K | ﹤0.01% | 1626 |
|
|
2020
Q1 | $1.38M | Hold |
55,383
| – | – | ﹤0.01% | 1671 |
|
|
2019
Q4 | $2.44M | Buy |
55,383
+4,964
| +10% | +$218K | ﹤0.01% | 1623 |
|
|
2019
Q3 | $2.22M | Buy |
50,419
+4,910
| +11% | +$216K | ﹤0.01% | 1616 |
|
|
2019
Q2 | $1.88M | Buy |
45,509
+13,471
| +42% | +$556K | ﹤0.01% | 1707 |
|
|
2019
Q1 | $1.24M | Buy |
32,038
+24,007
| +299% | +$927K | ﹤0.01% | 1953 |
|
|
2018
Q4 | $304K | Sell |
8,031
-35,371
| -81% | -$1.34M | ﹤0.01% | 2483 |
|
|
2018
Q3 | $2.05M | Buy |
43,402
+20,291
| +88% | +$957K | ﹤0.01% | 1739 |
|
|
2018
Q2 | $1.23M | Sell |
23,111
-1,500
| -6% | -$80K | ﹤0.01% | 2007 |
|
|
2018
Q1 | $1.18M | Hold |
24,611
| – | – | ﹤0.01% | 2134 |
|
|
2017
Q4 | $1.2M | Sell |
24,611
-34,659
| -58% | -$1.68M | ﹤0.01% | 2064 |
|
|
2017
Q3 | $2.89M | Sell |
59,270
-1,100
| -2% | -$53.6K | ﹤0.01% | 1571 |
|
|
2017
Q2 | $2.74M | Sell |
60,370
-2,613
| -4% | -$119K | ﹤0.01% | 1554 |
|
|
2017
Q1 | $2.89M | Buy |
62,983
+7,697
| +14% | +$354K | 0.01% | 1547 |
|
|
2016
Q4 | $2.59M | Buy |
+55,286
| New | +$2.59M | 0.01% | 1653 |
|