SJS Investment Consulting’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
Q2 | $440 | Sell |
|
|||||
|
2025
Q1 | $727 | Buy |
|
|||||
|
2024
Q4 | $585 | Sell |
|
|||||
|
2024
Q3 | $663 | Hold |
|
|||||
|
2024
Q2 | $611 | Hold |
|
|||||
|
2024
Q1 | $587 | Buy |
|
|||||
|
2023
Q4 | $552 | Sell |
|
|||||
|
2023
Q3 | $511 | Buy |
|
|||||
|
2023
Q2 | $453 | Hold |
|
|||||
|
2023
Q1 | $452 | Sell |
|
|||||
|
2022
Q4 | $725 | Sell |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q1 | $0 | Buy |
|