Truist Financial’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $886K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Buy |
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