UBS AM’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 | $5.58M | Sell |
|
|||||
|
2025
Q2 | $9.05M | Buy |
|
|||||
|
2025
Q1 | $5.94M | Sell |
|
|||||
|
2024
Q4 | $7.12M | Buy |
|
|||||
|
2024
Q3 | $6.5M | Sell |
|
|||||
|
2024
Q2 | $6.63M | Buy |
|
|||||
|
2024
Q1 | $3.5M | Hold |
|
|||||
|
2023
Q4 | $3.57M | Buy |
|
|||||
|
2023
Q3 | $2.74M | Buy |
|
|||||
|
2023
Q2 | $2.59M | Hold |
|
|||||
|
2023
Q1 | $2.59M | Buy |
|
|||||
|
2022
Q4 | $3.03M | Sell |
|
|||||
|
2022
Q3 | $3.16M | Sell |
|
|||||
|
2022
Q2 | $3.58M | Sell |
|
|||||
|
2022
Q1 | $4.16M | Buy |
|
|||||
|
2021
Q4 | $3.29M | Sell |
|
|||||
|
2021
Q3 | $3.4M | Hold |
|
|||||
|
2021
Q2 | $3.09M | Buy |
|
|||||
|
2021
Q1 | $2.69M | Sell |
|
|||||
|
2020
Q4 | $2.52M | Sell |
|
|||||
|
2020
Q3 | $1.7M | Buy |
|
|||||
|
2020
Q2 | $1.48M | Sell |
|
|||||
|
2020
Q1 | $1.31M | Sell |
|
|||||
|
2019
Q4 | $2.32M | Sell |
|
|||||
|
2019
Q3 | $2.45M | Buy |
|
|||||
|
2019
Q2 | $2.1M | Buy |
|
|||||
|
2019
Q1 | $1.89M | Buy |
|
|||||
|
2018
Q4 | $699K | Sell |
|
|||||
|
2018
Q3 | $912K | Hold |
|
|||||
|
2018
Q2 | $1.03M | Buy |
|
|||||
|
2018
Q1 | $922K | Buy |
|
|||||
|
2017
Q4 | $860K | Buy |
|
|||||
|
2017
Q3 | $846K | Buy |
|
|||||
|
2017
Q2 | $566K | Buy |
|
|||||
|
2017
Q1 | $327K | Buy |
|
|||||
|
2016
Q4 | $232K | Sell |
|
|||||
|
2016
Q3 | $457K | Hold |
|
|||||
|
2016
Q2 | $403K | Hold |
|
|||||
|
2016
Q1 | $407K | Buy |
|
|||||
|
2015
Q4 | $382K | Buy |
|
|||||
|
2015
Q3 | $314K | Buy |
|
|||||
|
2015
Q2 | $238K | Hold |
|
|||||
|
2015
Q1 | $219K | Hold |
|
|||||
|
2014
Q4 | $223K | Hold |
|
|||||
|
2014
Q3 | $208K | Hold |
|
|||||
|
2014
Q2 | $214K | Hold |
|
|||||
|
2014
Q1 | $207K | Hold |
|
|||||
|
2013
Q4 | $225K | Buy |
|