United Services Automobile Association’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 | – | Sell |
-3,942
| Closed | -$204K | – | 1030 |
|
|
2025
Q1 | $204K | Buy |
+3,942
| New | +$204K | 0.01% | 1020 |
|
|
2019
Q3 | – | Sell |
-8,244
| Closed | -$340K | – | 1749 |
|
|
2019
Q2 | $340K | Hold |
8,244
| – | – | ﹤0.01% | 1818 |
|
|
2019
Q1 | $318K | Buy |
+8,244
| New | +$318K | ﹤0.01% | 1863 |
|
|
2018
Q4 | – | Sell |
-4,623
| Closed | -$218K | – | 2310 |
|
|
2018
Q3 | $218K | Sell |
4,623
-723
| -14% | -$34.1K | ﹤0.01% | 2106 |
|
|
2018
Q2 | $285K | Hold |
5,346
| – | – | ﹤0.01% | 1956 |
|
|
2018
Q1 | $256K | Buy |
+5,346
| New | +$256K | ﹤0.01% | 1970 |
|