State Street’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 | $165M | Sell |
2,995,051
-111,687
| -4% | -$6.14M | 0.01% | 1033 |
|
|
2025
Q1 | $161M | Sell |
3,106,738
-207,373
| -6% | -$10.8M | 0.01% | 1014 |
|
|
2024
Q4 | $176M | Buy |
3,314,111
+283,739
| +9% | +$15.1M | 0.01% | 1014 |
|
|
2024
Q3 | $155M | Buy |
3,030,372
+87,781
| +3% | +$4.48M | 0.01% | 1076 |
|
|
2024
Q2 | $138M | Buy |
2,942,591
+8,178
| +0.3% | +$384K | 0.01% | 1074 |
|
|
2024
Q1 | $132M | Buy |
2,934,413
+72,769
| +3% | +$3.28M | 0.01% | 1133 |
|
|
2023
Q4 | $131M | Buy |
2,861,644
+155,381
| +6% | +$7.14M | 0.01% | 1118 |
|
|
2023
Q3 | $98.8M | Sell |
2,706,263
-211,760
| -7% | -$7.73M | 0.01% | 1192 |
|
|
2023
Q2 | $110M | Sell |
2,918,023
-12,283
| -0.4% | -$463K | 0.01% | 1150 |
|
|
2023
Q1 | $110M | Buy |
2,930,306
+304,198
| +12% | +$11.4M | 0.01% | 1117 |
|
|
2022
Q4 | $119M | Buy |
2,626,108
+108,455
| +4% | +$4.92M | 0.01% | 1065 |
|
|
2022
Q3 | $117M | Sell |
2,517,653
-141,450
| -5% | -$6.57M | 0.01% | 1017 |
|
|
2022
Q2 | $107M | Sell |
2,659,103
-219,406
| -8% | -$8.8M | 0.01% | 1103 |
|
|
2022
Q1 | $134M | Buy |
2,878,509
+648,867
| +29% | +$30.3M | 0.01% | 1096 |
|
|
2021
Q4 | $112M | Buy |
2,229,642
+296,184
| +15% | +$14.8M | 0.01% | 1213 |
|
|
2021
Q3 | $99.2M | Sell |
1,933,458
-160,783
| -8% | -$8.25M | 0.01% | 1265 |
|
|
2021
Q2 | $97.6M | Buy |
2,094,241
+20,969
| +1% | +$977K | 0.01% | 1314 |
|
|
2021
Q1 | $103M | Buy |
2,073,272
+812,762
| +64% | +$40.5M | 0.01% | 1209 |
|
|
2020
Q4 | $56.6M | Buy |
1,260,510
+21,964
| +2% | +$986K | ﹤0.01% | 1566 |
|
|
2020
Q3 | $33.4M | Sell |
1,238,546
-71,671
| -5% | -$1.93M | ﹤0.01% | 1726 |
|
|
2020
Q2 | $37.6M | Buy |
1,310,217
+84,735
| +7% | +$2.43M | ﹤0.01% | 1621 |
|
|
2020
Q1 | $30.5M | Sell |
1,225,482
-22,030
| -2% | -$549K | ﹤0.01% | 1564 |
|
|
2019
Q4 | $54.9M | Sell |
1,247,512
-1,077
| -0.1% | -$47.4K | ﹤0.01% | 1460 |
|
|
2019
Q3 | $55.1M | Sell |
1,248,589
-151,009
| -11% | -$6.66M | ﹤0.01% | 1384 |
|
|
2019
Q2 | $57.8M | Buy |
1,399,598
+256,850
| +22% | +$10.6M | ﹤0.01% | 1388 |
|
|
2019
Q1 | $44.1M | Buy |
1,142,748
+456,200
| +66% | +$17.6M | ﹤0.01% | 1522 |
|
|
2018
Q4 | $26M | Sell |
686,548
-9,685
| -1% | -$367K | ﹤0.01% | 1800 |
|
|
2018
Q3 | $32.8M | Buy |
696,233
+94,061
| +16% | +$4.43M | ﹤0.01% | 1831 |
|
|
2018
Q2 | $32.1M | Sell |
602,172
-23,141
| -4% | -$1.23M | ﹤0.01% | 1799 |
|
|
2018
Q1 | $30M | Buy |
625,313
+5,708
| +0.9% | +$273K | ﹤0.01% | 1766 |
|
|
2017
Q4 | $29.7M | Buy |
619,605
+24,301
| +4% | +$1.16M | ﹤0.01% | 1793 |
|
|
2017
Q3 | $29M | Buy |
595,304
+9,712
| +2% | +$474K | ﹤0.01% | 1752 |
|
|
2017
Q2 | $26.6M | Buy |
585,592
+39,671
| +7% | +$1.8M | ﹤0.01% | 1794 |
|
|
2017
Q1 | $25.1M | Buy |
545,921
+14,455
| +3% | +$664K | ﹤0.01% | 1776 |
|
|
2016
Q4 | $24.6M | Buy |
531,466
+30,036
| +6% | +$1.39M | ﹤0.01% | 1741 |
|
|
2016
Q3 | $18.3M | Buy |
501,430
+989
| +0.2% | +$36.1K | ﹤0.01% | 1829 |
|
|
2016
Q2 | $16.1M | Buy |
500,441
+865
| +0.2% | +$27.8K | ﹤0.01% | 1913 |
|
|
2016
Q1 | $16.2M | Buy |
499,576
+12,571
| +3% | +$409K | ﹤0.01% | 1866 |
|
|
2015
Q4 | $15.8M | Buy |
487,005
+27,061
| +6% | +$876K | ﹤0.01% | 1887 |
|
|
2015
Q3 | $13.3M | Buy |
459,944
+8,558
| +2% | +$247K | ﹤0.01% | 2019 |
|
|
2015
Q2 | $12.3M | Buy |
451,386
+9,642
| +2% | +$264K | ﹤0.01% | 2160 |
|
|
2015
Q1 | $11.1M | Buy |
441,744
+18,588
| +4% | +$469K | ﹤0.01% | 2165 |
|
|
2014
Q4 | $10.8M | Buy |
423,156
+8,337
| +2% | +$214K | ﹤0.01% | 2177 |
|
|
2014
Q3 | $9.9M | Buy |
414,819
+1,740
| +0.4% | +$41.5K | ﹤0.01% | 2191 |
|
|
2014
Q2 | $10.1M | Sell |
413,079
-2,295
| -0.6% | -$56.4K | ﹤0.01% | 2223 |
|
|
2014
Q1 | $9.89M | Buy |
415,374
+5,436
| +1% | +$129K | ﹤0.01% | 2222 |
|
|
2013
Q4 | $10.6M | Buy |
409,938
+5,847
| +1% | +$151K | ﹤0.01% | 2166 |
|
|
2013
Q3 | $8.12M | Buy |
404,091
+3,978
| +1% | +$79.9K | ﹤0.01% | 2241 |
|
|
2013
Q2 | $6.98M | Buy |
+400,113
| New | +$6.98M | ﹤0.01% | 2260 |
|