Univest Financial’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 | $639K | Sell |
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2025
Q1 | $617K | Hold |
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2024
Q4 | $632K | Hold |
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2024
Q3 | $606K | Hold |
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2024
Q2 | $559K | Hold |
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2024
Q1 | $537K | Hold |
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2023
Q4 | $546K | Hold |
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2023
Q3 | $434K | Hold |
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2023
Q2 | $448K | Hold |
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2023
Q1 | $447K | Hold |
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2022
Q4 | $539K | Hold |
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2022
Q3 | $552K | Hold |
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2022
Q2 | $477K | Hold |
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2022
Q1 | $554K | Buy |
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