UMB Bank’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 | $10.8K | Sell |
196
-66
| -25% | -$3.63K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $13.6K | Buy |
262
+112
| +75% | +$5.81K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $7.97K | Hold |
150
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q3 | $7.65K | Buy |
150
+88
| +142% | +$4.49K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $2.91K | Buy |
62
+36
| +138% | +$1.69K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $1.17K | Buy |
+26
| New | +$1.17K | ﹤0.01% | 1714 |
|