United Services Automobile Association’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
Q2
Sell
2025
Q1
$204K Buy
2019
Q3
Sell
2019
Q2
$340K Hold
2019
Q1
$318K Buy
2018
Q4
Sell
2018
Q3
$218K Sell
2018
Q2
$285K Hold
2018
Q1
$256K Buy