SJS Investment Consulting’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440 | Sell |
8
-6
| -43% | -$330 | ﹤0.01% | 1154 |
|
|
2025
Q1 | $727 | Buy |
14
+3
| +27% | +$156 | ﹤0.01% | 1118 |
|
|
2024
Q4 | $585 | Sell |
11
-2
| -15% | -$106 | ﹤0.01% | 1193 |
|
|
2024
Q3 | $663 | Hold |
13
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q2 | $611 | Hold |
13
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q1 | $587 | Buy |
13
+1
| +8% | +$45 | ﹤0.01% | 1235 |
|
|
2023
Q4 | $552 | Sell |
12
-2
| -14% | -$92 | ﹤0.01% | 1216 |
|
|
2023
Q3 | $511 | Buy |
14
+2
| +17% | +$73 | ﹤0.01% | 1209 |
|
|
2023
Q2 | $453 | Hold |
12
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q1 | $452 | Sell |
12
-4
| -25% | -$151 | ﹤0.01% | 1179 |
|
|
2022
Q4 | $725 | Sell |
16
-15
| -48% | -$680 | ﹤0.01% | 1088 |
|
|
2022
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 951 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1393 |
|