State of Wisconsin Investment Board’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 | $302K | Sell |
5,482
-720
| -12% | -$39.6K | ﹤0.01% | 2054 |
|
2025
Q1 | $322K | Buy |
6,202
+711
| +13% | +$36.9K | ﹤0.01% | 1941 |
|
2024
Q4 | $292K | Buy |
5,491
+171
| +3% | +$9.09K | ﹤0.01% | 2012 |
|
2024
Q3 | $271K | Buy |
5,320
+388
| +8% | +$19.8K | ﹤0.01% | 2068 |
|
2024
Q2 | $232K | Buy |
4,932
+188
| +4% | +$8.84K | ﹤0.01% | 2103 |
|
2024
Q1 | $214K | Sell |
4,744
-12,947
| -73% | -$584K | ﹤0.01% | 2048 |
|
2023
Q4 | $813K | Buy |
17,691
+11,082
| +168% | +$509K | ﹤0.01% | 1452 |
|
2023
Q3 | $241K | Buy |
+6,609
| New | +$241K | ﹤0.01% | 2157 |
|
2023
Q2 | – | Sell |
-8,956
| Closed | -$337K | – | 2543 |
|
2023
Q1 | $337K | Buy |
8,956
+1,039
| +13% | +$39.1K | ﹤0.01% | 2033 |
|
2022
Q4 | $359K | Sell |
7,917
-4,140
| -34% | -$188K | ﹤0.01% | 2027 |
|
2022
Q3 | $560K | Sell |
12,057
-22,873
| -65% | -$1.06M | ﹤0.01% | 1922 |
|
2022
Q2 | $1.4M | Sell |
34,930
-245,670
| -88% | -$9.85M | ﹤0.01% | 1477 |
|
2022
Q1 | $13.1M | Buy |
280,600
+10,100
| +4% | +$471K | 0.03% | 647 |
|
2021
Q4 | $13.6M | Sell |
270,500
-37,500
| -12% | -$1.88M | 0.03% | 645 |
|
2021
Q3 | $15.8M | Sell |
308,000
-11,100
| -3% | -$570K | 0.03% | 563 |
|
2021
Q2 | $14.9M | Hold |
319,100
| – | – | 0.03% | 574 |
|
2021
Q1 | $15.9M | Sell |
319,100
-20,300
| -6% | -$1.01M | 0.03% | 532 |
|
2020
Q4 | $15.2M | Sell |
339,400
-42,200
| -11% | -$1.89M | 0.04% | 505 |
|
2020
Q3 | $10.3M | Buy |
381,600
+18,300
| +5% | +$494K | 0.03% | 608 |
|
2020
Q2 | $10.4M | Buy |
363,300
+23,500
| +7% | +$674K | 0.03% | 578 |
|
2020
Q1 | $8.47M | Buy |
339,800
+13,582
| +4% | +$338K | 0.03% | 569 |
|
2019
Q4 | $14.4M | Buy |
326,218
+62,518
| +24% | +$2.75M | 0.04% | 526 |
|
2019
Q3 | $11.6M | Buy |
263,700
+61,500
| +30% | +$2.71M | 0.03% | 549 |
|
2019
Q2 | $8.35M | Buy |
202,200
+58,200
| +40% | +$2.4M | 0.02% | 677 |
|
2019
Q1 | $5.56M | Buy |
+144,000
| New | +$5.56M | 0.02% | 802 |
|