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