Salzhauer Michael’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 | $1.06M | Sell |
19,329
-1,980
| -9% | -$109K | 0.62% | 33 |
|
|
2025
Q1 | $1.11M | Hold |
21,309
| – | – | 0.68% | 34 |
|
|
2024
Q4 | $1.13M | Hold |
21,309
| – | – | 0.58% | 34 |
|
|
2024
Q3 | $1.09M | Hold |
21,309
| – | – | 0.67% | 28 |
|
|
2024
Q2 | $1M | Hold |
21,309
| – | – | 0.78% | 25 |
|
|
2024
Q1 | $962K | Hold |
21,309
| – | – | 0.73% | 24 |
|
|
2023
Q4 | $979K | Sell |
21,309
-1,668
| -7% | -$76.6K | 0.83% | 25 |
|
|
2023
Q3 | $839K | Hold |
22,977
| – | – | 0.89% | 21 |
|
|
2023
Q2 | $867K | Hold |
22,977
| – | – | 0.9% | 21 |
|
|
2023
Q1 | $864K | Hold |
22,977
| – | – | 0.76% | 28 |
|
|
2022
Q4 | $1.04M | Hold |
22,977
| – | – | 0.61% | 32 |
|
|
2022
Q3 | $1.07M | Hold |
22,977
| – | – | 0.65% | 26 |
|
|
2022
Q2 | $921K | Hold |
22,977
| – | – | 0.55% | 32 |
|
|
2022
Q1 | $1.07M | Hold |
22,977
| – | – | 0.47% | 34 |
|
|
2021
Q4 | $1.15M | Hold |
22,977
| – | – | 0.44% | 37 |
|
|
2021
Q3 | $1.18M | Hold |
22,977
| – | – | 0.48% | 29 |
|
|
2021
Q2 | $1.07M | Hold |
22,977
| – | – | 0.47% | 29 |
|
|
2021
Q1 | $1.14M | Hold |
22,977
| – | – | 0.59% | 25 |
|
|
2020
Q4 | $1.03M | Hold |
22,977
| – | – | 0.73% | 26 |
|
|
2020
Q3 | $619K | Hold |
22,977
| – | – | 0.69% | 29 |
|
|
2020
Q2 | $660K | Hold |
22,977
| – | – | 0.87% | 30 |
|
|
2020
Q1 | $573K | Buy |
22,977
+6,587
| +40% | +$164K | 0.97% | 26 |
|
|
2019
Q4 | $721K | Sell |
16,390
-301
| -2% | -$13.2K | 0.33% | 57 |
|
|
2019
Q3 | $736K | Sell |
16,691
-200
| -1% | -$8.82K | 0.38% | 51 |
|
|
2019
Q2 | $697K | Hold |
16,891
| – | – | 0.32% | 54 |
|
|
2019
Q1 | $653K | Buy |
+16,891
| New | +$653K | 0.32% | 56 |
|