UF
Univest Financial’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
11,616
-270
| -2% | -$14.9K | 0.04% | 179 |
|
|
2025
Q1 | $617K | Hold |
11,886
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $632K | Hold |
11,886
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $606K | Hold |
11,886
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $559K | Hold |
11,886
| – | – | 0.16% | 66 |
|
|
2024
Q1 | $537K | Hold |
11,886
| – | – | 0.15% | 61 |
|
|
2023
Q4 | $546K | Hold |
11,886
| – | – | 0.16% | 66 |
|
|
2023
Q3 | $434K | Hold |
11,886
| – | – | 0.14% | 62 |
|
|
2023
Q2 | $448K | Hold |
11,886
| – | – | 0.14% | 66 |
|
|
2023
Q1 | $447K | Hold |
11,886
| – | – | 0.14% | 65 |
|
|
2022
Q4 | $539K | Hold |
11,886
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $552K | Hold |
11,886
| – | – | 0.18% | 68 |
|
|
2022
Q2 | $477K | Hold |
11,886
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $554K | Buy |
+11,886
| New | +$554K | 0.16% | 64 |
|