Stephens Inc’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
4,101
| – | – | ﹤0.01% | 1132 |
|
|
2025
Q1 | $213K | Hold |
4,101
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q4 | $218K | Hold |
4,101
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q3 | $209K | Buy |
+4,101
| New | +$209K | ﹤0.01% | 1179 |
|
|
2022
Q1 | – | Sell |
-4,101
| Closed | -$206K | – | 1405 |
|
|
2021
Q4 | $206K | Hold |
4,101
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q3 | $210K | Buy |
+4,101
| New | +$210K | ﹤0.01% | 1200 |
|
|
2021
Q2 | – | Sell |
-4,101
| Closed | -$204K | – | 1382 |
|
|
2021
Q1 | $204K | Buy |
+4,101
| New | +$204K | ﹤0.01% | 1161 |
|
|
2018
Q4 | – | Sell |
-4,304
| Closed | -$203K | – | 1192 |
|
|
2018
Q3 | $203K | Sell |
4,304
-379
| -8% | -$17.9K | 0.01% | 1058 |
|
|
2018
Q2 | $250K | Hold |
4,683
| – | – | 0.01% | 752 |
|
|
2018
Q1 | $224K | Sell |
4,683
-4,455
| -49% | -$213K | 0.01% | 628 |
|
|
2017
Q4 | $437K | Sell |
9,138
-16,583
| -64% | -$793K | 0.02% | 504 |
|
|
2017
Q3 | $1.25M | Buy |
25,721
+710
| +3% | +$34.6K | 0.05% | 343 |
|
|
2017
Q2 | $1.13M | Sell |
25,011
-1,978
| -7% | -$89.7K | 0.04% | 404 |
|
|
2017
Q1 | $1.24M | Buy |
+26,989
| New | +$1.24M | 0.05% | 373 |
|