UBS AM’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 | $9.05M | Buy |
164,608
+50,052
| +44% | +$2.75M | ﹤0.01% | 1406 |
|
|
2025
Q1 | $5.94M | Sell |
114,556
-19,380
| -14% | -$1.01M | ﹤0.01% | 1486 |
|
|
2024
Q4 | $7.12M | Buy |
133,936
+6,468
| +5% | +$344K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $6.5M | Sell |
127,468
-13,636
| -10% | -$695K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $6.63M | Buy |
141,104
+63,468
| +82% | +$2.98M | ﹤0.01% | 1336 |
|
|
2024
Q1 | $3.5M | Hold |
77,636
| – | – | ﹤0.01% | 1415 |
|
|
2023
Q4 | $3.57M | Buy |
77,636
+2,628
| +4% | +$121K | ﹤0.01% | 1414 |
|
|
2023
Q3 | $2.74M | Buy |
75,008
+6,096
| +9% | +$223K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $2.59M | Hold |
68,912
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q1 | $2.59M | Buy |
68,912
+2,085
| +3% | +$78.4K | ﹤0.01% | 1532 |
|
|
2022
Q4 | $3.03M | Sell |
66,827
-1,082
| -2% | -$49.1K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $3.16M | Sell |
67,909
-21,320
| -24% | -$991K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $3.58M | Sell |
89,229
-90
| -0.1% | -$3.61K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $4.16M | Buy |
89,319
+23,749
| +36% | +$1.11M | ﹤0.01% | 1437 |
|
|
2021
Q4 | $3.29M | Sell |
65,570
-772
| -1% | -$38.7K | ﹤0.01% | 1612 |
|
|
2021
Q3 | $3.4M | Hold |
66,342
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q2 | $3.09M | Buy |
66,342
+12,314
| +23% | +$574K | ﹤0.01% | 1643 |
|
|
2021
Q1 | $2.69M | Sell |
54,028
-2,129
| -4% | -$106K | ﹤0.01% | 1633 |
|
|
2020
Q4 | $2.52M | Sell |
56,157
-6,952
| -11% | -$312K | ﹤0.01% | 1589 |
|
|
2020
Q3 | $1.7M | Buy |
63,109
+11,522
| +22% | +$311K | ﹤0.01% | 1618 |
|
|
2020
Q2 | $1.48M | Sell |
51,587
-813
| -2% | -$23.3K | ﹤0.01% | 1634 |
|
|
2020
Q1 | $1.31M | Sell |
52,400
-400
| -0.8% | -$9.97K | ﹤0.01% | 1590 |
|
|
2019
Q4 | $2.32M | Sell |
52,800
-2,647
| -5% | -$116K | ﹤0.01% | 1529 |
|
|
2019
Q3 | $2.45M | Buy |
55,447
+4,703
| +9% | +$207K | ﹤0.01% | 1519 |
|
|
2019
Q2 | $2.1M | Buy |
50,744
+1,789
| +4% | +$73.9K | ﹤0.01% | 1566 |
|
|
2019
Q1 | $1.89M | Buy |
48,955
+30,517
| +166% | +$1.18M | ﹤0.01% | 1550 |
|
|
2018
Q4 | $699K | Sell |
18,438
-915
| -5% | -$34.7K | ﹤0.01% | 1869 |
|
|
2018
Q3 | $912K | Hold |
19,353
| – | – | ﹤0.01% | 1843 |
|
|
2018
Q2 | $1.03M | Buy |
19,353
+100
| +0.5% | +$5.33K | ﹤0.01% | 1807 |
|
|
2018
Q1 | $922K | Buy |
19,253
+1,286
| +7% | +$61.6K | ﹤0.01% | 1811 |
|
|
2017
Q4 | $860K | Buy |
17,967
+612
| +4% | +$29.3K | ﹤0.01% | 1806 |
|
|
2017
Q3 | $846K | Buy |
17,355
+4,881
| +39% | +$238K | ﹤0.01% | 1780 |
|
|
2017
Q2 | $566K | Buy |
12,474
+5,362
| +75% | +$243K | ﹤0.01% | 1845 |
|
|
2017
Q1 | $327K | Buy |
7,112
+2,100
| +42% | +$96.5K | ﹤0.01% | 1981 |
|
|
2016
Q4 | $232K | Sell |
5,012
-7,500
| -60% | -$347K | ﹤0.01% | 2051 |
|
|
2016
Q3 | $457K | Hold |
12,512
| – | – | ﹤0.01% | 2028 |
|
|
2016
Q2 | $403K | Hold |
12,512
| – | – | ﹤0.01% | 2066 |
|
|
2016
Q1 | $407K | Buy |
12,512
+718
| +6% | +$23.4K | ﹤0.01% | 2036 |
|
|
2015
Q4 | $382K | Buy |
11,794
+900
| +8% | +$29.2K | ﹤0.01% | 2205 |
|
|
2015
Q3 | $314K | Buy |
10,894
+2,194
| +25% | +$63.2K | ﹤0.01% | 2263 |
|
|
2015
Q2 | $238K | Hold |
8,700
| – | – | ﹤0.01% | 2502 |
|
|
2015
Q1 | $219K | Hold |
8,700
| – | – | ﹤0.01% | 2441 |
|
|
2014
Q4 | $223K | Hold |
8,700
| – | – | ﹤0.01% | 2416 |
|
|
2014
Q3 | $208K | Hold |
8,700
| – | – | ﹤0.01% | 2364 |
|
|
2014
Q2 | $214K | Hold |
8,700
| – | – | ﹤0.01% | 2377 |
|
|
2014
Q1 | $207K | Hold |
8,700
| – | – | ﹤0.01% | 2405 |
|
|
2013
Q4 | $225K | Buy |
+8,700
| New | +$225K | ﹤0.01% | 2311 |
|