T. Rowe Price Associates’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 | $3.2M | Buy |
58,143
+4,485
| +8% | +$247K | ﹤0.01% | 1447 |
|
2025
Q1 | $2.78M | Buy |
53,658
+1,791
| +3% | +$92.9K | ﹤0.01% | 1465 |
|
2024
Q4 | $2.76M | Sell |
51,867
-26,284
| -34% | -$1.4M | ﹤0.01% | 1490 |
|
2024
Q3 | $3.99M | Sell |
78,151
-124,438
| -61% | -$6.35M | ﹤0.01% | 1367 |
|
2024
Q2 | $9.52M | Buy |
202,589
+604
| +0.3% | +$28.4K | ﹤0.01% | 1120 |
|
2024
Q1 | $9.12M | Buy |
201,985
+53,292
| +36% | +$2.41M | ﹤0.01% | 1126 |
|
2023
Q4 | $6.83M | Buy |
148,693
+25,222
| +20% | +$1.16M | ﹤0.01% | 1158 |
|
2023
Q3 | $4.51M | Sell |
123,471
-42,436
| -26% | -$1.55M | ﹤0.01% | 1200 |
|
2023
Q2 | $6.26M | Sell |
165,907
-36,650
| -18% | -$1.38M | ﹤0.01% | 1150 |
|
2023
Q1 | $7.62M | Buy |
202,557
+12,603
| +7% | +$474K | ﹤0.01% | 1102 |
|
2022
Q4 | $8.61M | Buy |
189,954
+49,863
| +36% | +$2.26M | ﹤0.01% | 1081 |
|
2022
Q3 | $6.51M | Sell |
140,091
-3,084,516
| -96% | -$143M | ﹤0.01% | 1150 |
|
2022
Q2 | $129M | Sell |
3,224,607
-39,167
| -1% | -$1.57M | 0.02% | 587 |
|
2022
Q1 | $152M | Buy |
3,263,774
+26,507
| +0.8% | +$1.24M | 0.02% | 608 |
|
2021
Q4 | $162M | Sell |
3,237,267
-90,661
| -3% | -$4.54M | 0.01% | 611 |
|
2021
Q3 | $171M | Sell |
3,327,928
-14,267
| -0.4% | -$732K | 0.02% | 597 |
|
2021
Q2 | $156M | Sell |
3,342,195
-254,173
| -7% | -$11.8M | 0.01% | 639 |
|
2021
Q1 | $179M | Buy |
3,596,368
+16,624
| +0.5% | +$828K | 0.02% | 585 |
|
2020
Q4 | $161M | Sell |
3,579,744
-36,883
| -1% | -$1.66M | 0.02% | 580 |
|
2020
Q3 | $97.5M | Buy |
3,616,627
+38,809
| +1% | +$1.05M | 0.01% | 663 |
|
2020
Q2 | $103M | Buy |
3,577,818
+195,538
| +6% | +$5.61M | 0.01% | 629 |
|
2020
Q1 | $84.3M | Buy |
3,382,280
+312,615
| +10% | +$7.79M | 0.01% | 621 |
|
2019
Q4 | $135M | Sell |
3,069,665
-1,109,737
| -27% | -$48.8M | 0.02% | 574 |
|
2019
Q3 | $184M | Buy |
4,179,402
+623,297
| +18% | +$27.5M | 0.03% | 470 |
|
2019
Q2 | $147M | Buy |
3,556,105
+171,092
| +5% | +$7.07M | 0.02% | 538 |
|
2019
Q1 | $131M | Buy |
3,385,013
+2,431,315
| +255% | +$93.8M | 0.02% | 569 |
|
2018
Q4 | $36.2M | Sell |
953,698
-593,099
| -38% | -$22.5M | 0.01% | 941 |
|
2018
Q3 | $72.9M | Sell |
1,546,797
-107,411
| -6% | -$5.06M | 0.01% | 774 |
|
2018
Q2 | $88.2M | Sell |
1,654,208
-19,637
| -1% | -$1.05M | 0.01% | 701 |
|
2018
Q1 | $80.2M | Sell |
1,673,845
-12,051
| -0.7% | -$577K | 0.01% | 703 |
|
2017
Q4 | $80.7M | Buy |
1,685,896
+3,805
| +0.2% | +$182K | 0.01% | 709 |
|
2017
Q3 | $82M | Buy |
1,682,091
+750,425
| +81% | +$36.6M | 0.01% | 681 |
|
2017
Q2 | $42.3M | Sell |
931,666
-1,734
| -0.2% | -$78.6K | 0.01% | 894 |
|
2017
Q1 | $42.9M | Sell |
933,400
-8,500
| -0.9% | -$391K | 0.01% | 858 |
|
2016
Q4 | $43.7M | Sell |
941,900
-3,200
| -0.3% | -$148K | 0.01% | 854 |
|
2016
Q3 | $34.5M | Sell |
945,100
-4,650
| -0.5% | -$170K | 0.01% | 933 |
|
2016
Q2 | $30.6M | Sell |
949,750
-400
| -0% | -$12.9K | 0.01% | 953 |
|
2016
Q1 | $30.9M | Sell |
950,150
-4,650
| -0.5% | -$151K | 0.01% | 944 |
|
2015
Q4 | $30.9M | Sell |
954,800
-58,290
| -6% | -$1.89M | 0.01% | 943 |
|
2015
Q3 | $29.2M | Sell |
1,013,090
-9,560
| -0.9% | -$275K | 0.01% | 962 |
|
2015
Q2 | $28M | Buy |
1,022,650
+98,929
| +11% | +$2.71M | 0.01% | 1040 |
|
2015
Q1 | $23.3M | Buy |
923,721
+463,131
| +101% | +$11.7M | ﹤0.01% | 1077 |
|
2014
Q4 | $11.8M | Buy |
460,590
+450,840
| +4,624% | +$11.6M | ﹤0.01% | 1273 |
|
2014
Q3 | $233K | Hold |
9,750
| – | – | ﹤0.01% | 2263 |
|
2014
Q2 | $239K | Hold |
9,750
| – | – | ﹤0.01% | 2287 |
|
2014
Q1 | $232K | Hold |
9,750
| – | – | ﹤0.01% | 2267 |
|
2013
Q4 | $252K | Buy |
+9,750
| New | +$252K | ﹤0.01% | 2225 |
|