STRS Ohio’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 | $347K | Hold |
6,300
| – | – | ﹤0.01% | 1455 |
|
|
2025
Q1 | $327K | Hold |
6,300
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q4 | $335K | Hold |
6,300
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q3 | $321K | Hold |
6,300
| – | – | ﹤0.01% | 1426 |
|
|
2024
Q2 | $296K | Sell |
6,300
-3,400
| -35% | -$160K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $437K | Sell |
9,700
-600
| -6% | -$27K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $473K | Buy |
10,300
+3,900
| +61% | +$179K | ﹤0.01% | 1307 |
|
|
2023
Q3 | $233K | Buy |
6,400
+5,200
| +433% | +$189K | ﹤0.01% | 1530 |
|
|
2023
Q2 | $45K | Buy |
1,200
+500
| +71% | +$18.8K | ﹤0.01% | 1821 |
|
|
2023
Q1 | $26K | Sell |
700
-1,400
| -67% | -$52K | ﹤0.01% | 1848 |
|
|
2022
Q4 | $95K | Sell |
2,100
-1,500
| -42% | -$67.9K | ﹤0.01% | 1736 |
|
|
2022
Q3 | $167K | Buy |
3,600
+1,800
| +100% | +$83.5K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $72K | Sell |
1,800
-1,300
| -42% | -$52K | ﹤0.01% | 1817 |
|
|
2022
Q1 | $144K | Buy |
+3,100
| New | +$144K | ﹤0.01% | 1780 |
|
|
2021
Q4 | – | Sell |
-3,800
| Closed | -$194K | – | 2304 |
|
|
2021
Q3 | $194K | Buy |
3,800
+3,700
| +3,700% | +$189K | ﹤0.01% | 1781 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2213 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2153 |
|
|
2020
Q4 | $4K | Sell |
100
-800
| -89% | -$32K | ﹤0.01% | 2142 |
|
|
2020
Q3 | $24K | Buy |
900
+500
| +125% | +$13.3K | ﹤0.01% | 2070 |
|
|
2020
Q2 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 2092 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$48K | – | 2099 |
|
|
2019
Q4 | $48K | Sell |
1,100
-900
| -45% | -$39.3K | ﹤0.01% | 1903 |
|
|
2019
Q3 | $88K | Buy |
2,000
+900
| +82% | +$39.6K | ﹤0.01% | 1783 |
|
|
2019
Q2 | $45K | Buy |
1,100
+600
| +120% | +$24.5K | ﹤0.01% | 1946 |
|
|
2019
Q1 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 1972 |
|
|
2017
Q4 | – | Sell |
-7,400
| Closed | -$360K | – | 1943 |
|
|
2017
Q3 | $360K | Hold |
7,400
| – | – | ﹤0.01% | 1438 |
|
|
2017
Q2 | $335K | Buy |
7,400
+400
| +6% | +$18.1K | ﹤0.01% | 1427 |
|
|
2017
Q1 | $321K | Hold |
7,000
| – | – | ﹤0.01% | 1447 |
|
|
2016
Q4 | $324K | Hold |
7,000
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q3 | $255K | Sell |
7,000
-300
| -4% | -$10.9K | ﹤0.01% | 1499 |
|
|
2016
Q2 | $234K | Buy |
7,300
+600
| +9% | +$19.2K | ﹤0.01% | 1515 |
|
|
2016
Q1 | $217K | Hold |
6,700
| – | – | ﹤0.01% | 1496 |
|
|
2015
Q4 | $216K | Buy |
+6,700
| New | +$216K | ﹤0.01% | 1504 |
|
|
2014
Q4 | – | Sell |
-11,646
| Closed | -$278K | – | 1856 |
|
|
2014
Q3 | $278K | Sell |
11,646
-4,554
| -28% | -$109K | ﹤0.01% | 1378 |
|
|
2014
Q2 | $398K | Buy |
+16,200
| New | +$398K | ﹤0.01% | 1285 |
|