UBS Group’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 | $7.69M | Buy |
139,841
+36,020
| +35% | +$1.98M | ﹤0.01% | 2671 |
|
|
2025
Q1 | $5.39M | Buy |
103,821
+19,676
| +23% | +$1.02M | ﹤0.01% | 2908 |
|
|
2024
Q4 | $4.47M | Buy |
84,145
+35,791
| +74% | +$1.9M | ﹤0.01% | 3083 |
|
|
2024
Q3 | $2.47M | Buy |
48,354
+6,389
| +15% | +$326K | ﹤0.01% | 2868 |
|
|
2024
Q2 | $1.97M | Sell |
41,965
-9,548
| -19% | -$449K | ﹤0.01% | 2859 |
|
|
2024
Q1 | $2.33M | Buy |
51,513
+1,247
| +2% | +$56.3K | ﹤0.01% | 2846 |
|
|
2023
Q4 | $2.31M | Buy |
50,266
+35,752
| +246% | +$1.64M | ﹤0.01% | 2708 |
|
|
2023
Q3 | $530K | Sell |
14,514
-23,123
| -61% | -$844K | ﹤0.01% | 3557 |
|
|
2023
Q2 | $1.42M | Sell |
37,637
-1,177
| -3% | -$44.4K | ﹤0.01% | 2989 |
|
|
2023
Q1 | $1.46M | Buy |
38,814
+8,879
| +30% | +$334K | ﹤0.01% | 2867 |
|
|
2022
Q4 | $1.36M | Buy |
29,935
+24,156
| +418% | +$1.1M | ﹤0.01% | 2887 |
|
|
2022
Q3 | $269K | Buy |
5,779
+1,513
| +35% | +$70.4K | ﹤0.01% | 3844 |
|
|
2022
Q2 | $171K | Sell |
4,266
-15,765
| -79% | -$632K | ﹤0.01% | 4064 |
|
|
2022
Q1 | $934K | Sell |
20,031
-8,318
| -29% | -$388K | ﹤0.01% | 3294 |
|
|
2021
Q4 | $1.42M | Buy |
28,349
+21,775
| +331% | +$1.09M | ﹤0.01% | 3164 |
|
|
2021
Q3 | $337K | Sell |
6,574
-4,382
| -40% | -$225K | ﹤0.01% | 3957 |
|
|
2021
Q2 | $510K | Sell |
10,956
-14,155
| -56% | -$659K | ﹤0.01% | 3741 |
|
|
2021
Q1 | $1.25M | Buy |
25,111
+9,556
| +61% | +$476K | ﹤0.01% | 3162 |
|
|
2020
Q4 | $699K | Buy |
15,555
+7,226
| +87% | +$325K | ﹤0.01% | 3420 |
|
|
2020
Q3 | $225K | Sell |
8,329
-15,915
| -66% | -$430K | ﹤0.01% | 3920 |
|
|
2020
Q2 | $696K | Buy |
24,244
+19,664
| +429% | +$565K | ﹤0.01% | 3128 |
|
|
2020
Q1 | $114K | Sell |
4,580
-60,933
| -93% | -$1.52M | ﹤0.01% | 4325 |
|
|
2019
Q4 | $2.88M | Buy |
65,513
+19,202
| +41% | +$845K | ﹤0.01% | 2467 |
|
|
2019
Q3 | $2.04M | Buy |
46,311
+32,938
| +246% | +$1.45M | ﹤0.01% | 2598 |
|
|
2019
Q2 | $552K | Buy |
13,373
+11,170
| +507% | +$461K | ﹤0.01% | 3477 |
|
|
2019
Q1 | $85K | Buy |
2,203
+1,956
| +792% | +$75.5K | ﹤0.01% | 4397 |
|
|
2018
Q4 | $9K | Sell |
247
-482
| -66% | -$17.6K | ﹤0.01% | 6369 |
|
|
2018
Q3 | $35K | Sell |
729
-4,205
| -85% | -$202K | ﹤0.01% | 5532 |
|
|
2018
Q2 | $263K | Buy |
4,934
+3,280
| +198% | +$175K | ﹤0.01% | 3933 |
|
|
2018
Q1 | $79K | Sell |
1,654
-763
| -32% | -$36.4K | ﹤0.01% | 4554 |
|
|
2017
Q4 | $116K | Sell |
2,417
-1,359
| -36% | -$65.2K | ﹤0.01% | 4330 |
|
|
2017
Q3 | $185K | Buy |
3,776
+2,405
| +175% | +$118K | ﹤0.01% | 4055 |
|
|
2017
Q2 | $62K | Buy |
1,371
+163
| +13% | +$7.37K | ﹤0.01% | 4598 |
|
|
2017
Q1 | $56K | Sell |
1,208
-7,053
| -85% | -$327K | ﹤0.01% | 4552 |
|
|
2016
Q4 | $383K | Buy |
8,261
+5,813
| +237% | +$270K | ﹤0.01% | 3496 |
|
|
2016
Q3 | $89K | Buy |
2,448
+989
| +68% | +$36K | ﹤0.01% | 4207 |
|
|
2016
Q2 | $47K | Buy |
1,459
+741
| +103% | +$23.9K | ﹤0.01% | 4715 |
|
|
2016
Q1 | $23K | Sell |
718
-749
| -51% | -$24K | ﹤0.01% | 5274 |
|
|
2015
Q4 | $47K | Sell |
1,467
-3,588
| -71% | -$115K | ﹤0.01% | 4798 |
|
|
2015
Q3 | $146K | Buy |
5,055
+4,991
| +7,798% | +$144K | ﹤0.01% | 3929 |
|
|
2015
Q2 | $2K | Sell |
64
-557
| -90% | -$17.4K | ﹤0.01% | 6562 |
|
|
2015
Q1 | $16K | Sell |
621
-3,900
| -86% | -$100K | ﹤0.01% | 5565 |
|
|
2014
Q4 | $116K | Buy |
+4,521
| New | +$116K | ﹤0.01% | 4130 |
|