Swiss National Bank’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 | $6.15M | Sell |
111,840
-2,300
| -2% | -$127K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $5.92M | Sell |
114,140
-2,400
| -2% | -$124K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $6.19M | Sell |
116,540
-800
| -0.7% | -$42.5K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $5.98M | Sell |
117,340
-1,200
| -1% | -$61.2K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $5.57M | Sell |
118,540
-1,300
| -1% | -$61.1K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $5.41M | Sell |
119,840
-500
| -0.4% | -$22.6K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $5.53M | Sell |
120,340
-14,700
| -11% | -$675K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $4.93M | Buy |
135,040
+1,400
| +1% | +$51.1K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $5.04M | Buy |
133,640
+700
| +0.5% | +$26.4K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $5M | Sell |
132,940
-20,400
| -13% | -$767K | ﹤0.01% | 1272 |
|
|
2022
Q4 | $6.95M | Hold |
153,340
| – | – | 0.01% | 1114 |
|
|
2022
Q3 | $7.12M | Sell |
153,340
-800
| -0.5% | -$37.2K | 0.01% | 1068 |
|
|
2022
Q2 | $6.18M | Sell |
154,140
-600
| -0.4% | -$24.1K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $7.21M | Buy |
154,740
+50,100
| +48% | +$2.34M | ﹤0.01% | 1216 |
|
|
2021
Q4 | $5.25M | Sell |
104,640
-600
| -0.6% | -$30.1K | ﹤0.01% | 1433 |
|
|
2021
Q3 | $5.4M | Hold |
105,240
| – | – | ﹤0.01% | 1408 |
|
|
2021
Q2 | $4.9M | Sell |
105,240
-10,000
| -9% | -$466K | ﹤0.01% | 1512 |
|
|
2021
Q1 | $5.74M | Buy |
115,240
+700
| +0.6% | +$34.9K | ﹤0.01% | 1374 |
|
|
2020
Q4 | $5.14M | Sell |
114,540
-500
| -0.4% | -$22.4K | ﹤0.01% | 1361 |
|
|
2020
Q3 | $3.1M | Hold |
115,040
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q2 | $3.3M | Buy |
115,040
+18,700
| +19% | +$537K | ﹤0.01% | 1401 |
|
|
2020
Q1 | $2.4M | Hold |
96,340
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q4 | $4.24M | Buy |
96,340
+1,000
| +1% | +$44K | ﹤0.01% | 1270 |
|
|
2019
Q3 | $4.2M | Hold |
95,340
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q2 | $3.94M | Buy |
95,340
+500
| +0.5% | +$20.7K | ﹤0.01% | 1270 |
|
|
2019
Q1 | $3.66M | Buy |
94,840
+38,640
| +69% | +$1.49M | ﹤0.01% | 1288 |
|
|
2018
Q4 | $2.13M | Buy |
56,200
+1,500
| +3% | +$56.9K | ﹤0.01% | 1530 |
|
|
2018
Q3 | $2.58M | Hold |
54,700
| – | – | ﹤0.01% | 1553 |
|
|
2018
Q2 | $2.92M | Hold |
54,700
| – | – | ﹤0.01% | 1460 |
|
|
2018
Q1 | $2.62M | Buy |
54,700
+2,400
| +5% | +$115K | ﹤0.01% | 1463 |
|
|
2017
Q4 | $2.5M | Hold |
52,300
| – | – | ﹤0.01% | 1497 |
|
|
2017
Q3 | $2.55M | Hold |
52,300
| – | – | ﹤0.01% | 1453 |
|
|
2017
Q2 | $2.37M | Buy |
52,300
+3,300
| +7% | +$150K | ﹤0.01% | 1477 |
|
|
2017
Q1 | $2.25M | Buy |
49,000
+2,800
| +6% | +$129K | ﹤0.01% | 1490 |
|
|
2016
Q4 | $2.14M | Buy |
46,200
+1,600
| +4% | +$74.1K | ﹤0.01% | 1503 |
|
|
2016
Q3 | $1.63M | Sell |
44,600
-1,900
| -4% | -$69.3K | ﹤0.01% | 1646 |
|
|
2016
Q2 | $1.5M | Hold |
46,500
| – | – | ﹤0.01% | 1712 |
|
|
2016
Q1 | $1.46M | Buy |
46,500
+8,600
| +23% | +$270K | ﹤0.01% | 1645 |
|
|
2015
Q4 | $1.23M | Buy |
37,900
+2,300
| +6% | +$74.4K | ﹤0.01% | 1675 |
|
|
2015
Q3 | $1.03M | Buy |
35,600
+5,000
| +16% | +$144K | ﹤0.01% | 1768 |
|
|
2015
Q2 | $837K | Hold |
30,600
| – | – | ﹤0.01% | 1906 |
|
|
2015
Q1 | $771K | Buy |
30,600
+1,500
| +5% | +$37.8K | ﹤0.01% | 1905 |
|
|
2014
Q4 | $746K | Hold |
29,100
| – | – | ﹤0.01% | 1904 |
|
|
2014
Q3 | $695K | Hold |
29,100
| – | – | ﹤0.01% | 1884 |
|
|
2014
Q2 | $715K | Hold |
29,100
| – | – | ﹤0.01% | 1928 |
|
|
2014
Q1 | $693K | Buy |
29,100
+6,600
| +29% | +$157K | ﹤0.01% | 1932 |
|
|
2013
Q4 | $581K | Buy |
22,500
+7,500
| +50% | +$194K | ﹤0.01% | 1888 |
|
|
2013
Q3 | $301K | Sell |
15,000
-1,200
| -7% | -$24.1K | ﹤0.01% | 2214 |
|
|
2013
Q2 | $283K | Buy |
+16,200
| New | +$283K | ﹤0.01% | 2240 |
|