Truist Financial’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 | $265K | Sell |
4,824
-68
| -1% | -$3.74K | ﹤0.01% | 2259 |
|
|
2025
Q1 | $254K | Sell |
4,892
-164
| -3% | -$8.51K | ﹤0.01% | 2219 |
|
|
2024
Q4 | $269K | Sell |
5,056
-100
| -2% | -$5.31K | ﹤0.01% | 2191 |
|
|
2024
Q3 | $263K | Sell |
5,156
-524
| -9% | -$26.7K | ﹤0.01% | 2200 |
|
|
2024
Q2 | $267K | Sell |
5,680
-166
| -3% | -$7.8K | ﹤0.01% | 2352 |
|
|
2024
Q1 | $264K | Sell |
5,846
-211
| -3% | -$9.53K | ﹤0.01% | 2344 |
|
|
2023
Q4 | $278K | Sell |
6,057
-50
| -0.8% | -$2.3K | ﹤0.01% | 2341 |
|
|
2023
Q3 | $223K | Sell |
6,107
-263
| -4% | -$9.6K | ﹤0.01% | 2392 |
|
|
2023
Q2 | $240K | Sell |
6,370
-5,776
| -48% | -$218K | ﹤0.01% | 2350 |
|
|
2023
Q1 | $457K | Sell |
12,146
-4,567
| -27% | -$172K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $758K | Buy |
16,713
+3,075
| +23% | +$139K | ﹤0.01% | 1692 |
|
|
2022
Q3 | $633K | Sell |
13,638
-5,042
| -27% | -$234K | ﹤0.01% | 1699 |
|
|
2022
Q2 | $748K | Sell |
18,680
-328
| -2% | -$13.1K | ﹤0.01% | 1683 |
|
|
2022
Q1 | $886K | Buy |
+19,008
| New | +$886K | ﹤0.01% | 1688 |
|
|
2020
Q1 | – | Sell |
-7,207
| Closed | -$317K | – | 2545 |
|
|
2019
Q4 | $317K | Buy |
+7,207
| New | +$317K | ﹤0.01% | 2095 |
|