US Bancorp’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 | $188K | Buy |
3,423
+610
| +22% | +$33.6K | ﹤0.01% | 2050 |
|
|
2025
Q1 | $146K | Hold |
2,813
| – | – | ﹤0.01% | 2188 |
|
|
2024
Q4 | $149K | Hold |
2,813
| – | – | ﹤0.01% | 2187 |
|
|
2024
Q3 | $143K | Hold |
2,813
| – | – | ﹤0.01% | 2208 |
|
|
2024
Q2 | $132K | Hold |
2,813
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q1 | $127K | Hold |
2,813
| – | – | ﹤0.01% | 2238 |
|
|
2023
Q4 | $129K | Sell |
2,813
-120
| -4% | -$5.51K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $107K | Hold |
2,933
| – | – | ﹤0.01% | 2111 |
|
|
2023
Q2 | $111K | Sell |
2,933
-121
| -4% | -$4.56K | ﹤0.01% | 2120 |
|
|
2023
Q1 | $115K | Sell |
3,054
-814
| -21% | -$30.6K | ﹤0.01% | 2119 |
|
|
2022
Q4 | $175K | Sell |
3,868
-1,156
| -23% | -$52.4K | ﹤0.01% | 1930 |
|
|
2022
Q3 | $233K | Buy |
5,024
+210
| +4% | +$9.74K | ﹤0.01% | 1771 |
|
|
2022
Q2 | $193K | Sell |
4,814
-769
| -14% | -$30.8K | ﹤0.01% | 1903 |
|
|
2022
Q1 | $261K | Sell |
5,583
-285
| -5% | -$13.3K | ﹤0.01% | 1832 |
|
|
2021
Q4 | $294K | Hold |
5,868
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q3 | $301K | Sell |
5,868
-474
| -7% | -$24.3K | ﹤0.01% | 1774 |
|
|
2021
Q2 | $296K | Sell |
6,342
-10,094
| -61% | -$471K | ﹤0.01% | 1807 |
|
|
2021
Q1 | $818K | Sell |
16,436
-28,302
| -63% | -$1.41M | ﹤0.01% | 1245 |
|
|
2020
Q4 | $2.01M | Buy |
44,738
+4,304
| +11% | +$193K | ﹤0.01% | 809 |
|
|
2020
Q3 | $1.09M | Buy |
40,434
+25,594
| +172% | +$690K | ﹤0.01% | 958 |
|
|
2020
Q2 | $426K | Buy |
14,840
+3,981
| +37% | +$114K | ﹤0.01% | 1380 |
|
|
2020
Q1 | $270K | Buy |
10,859
+2,772
| +34% | +$68.9K | ﹤0.01% | 1501 |
|
|
2019
Q4 | $356K | Buy |
8,087
+4,468
| +123% | +$197K | ﹤0.01% | 1538 |
|
|
2019
Q3 | $159K | Buy |
3,619
+238
| +7% | +$10.5K | ﹤0.01% | 1921 |
|
|
2019
Q2 | $139K | Buy |
3,381
+291
| +9% | +$12K | ﹤0.01% | 2040 |
|
|
2019
Q1 | $119K | Sell |
3,090
-387
| -11% | -$14.9K | ﹤0.01% | 2101 |
|
|
2018
Q4 | $132K | Sell |
3,477
-19
| -0.5% | -$721 | ﹤0.01% | 1976 |
|
|
2018
Q3 | $164K | Buy |
3,496
+289
| +9% | +$13.6K | ﹤0.01% | 1964 |
|
|
2018
Q2 | $171K | Hold |
3,207
| – | – | ﹤0.01% | 1947 |
|
|
2018
Q1 | $154K | Buy |
3,207
+368
| +13% | +$17.7K | ﹤0.01% | 2030 |
|
|
2017
Q4 | $136K | Sell |
2,839
-184
| -6% | -$8.81K | ﹤0.01% | 2097 |
|
|
2017
Q3 | $148K | Buy |
3,023
+56
| +2% | +$2.74K | ﹤0.01% | 2022 |
|
|
2017
Q2 | $135K | Sell |
2,967
-323
| -10% | -$14.7K | ﹤0.01% | 2038 |
|
|
2017
Q1 | $151K | Buy |
3,290
+371
| +13% | +$17K | ﹤0.01% | 1966 |
|
|
2016
Q4 | $135K | Buy |
2,919
+1,802
| +161% | +$83.3K | ﹤0.01% | 1975 |
|
|
2016
Q3 | $41K | Buy |
1,117
+669
| +149% | +$24.6K | ﹤0.01% | 2550 |
|
|
2016
Q2 | $14K | Hold |
448
| – | – | ﹤0.01% | 2921 |
|
|
2016
Q1 | $15K | Buy |
+448
| New | +$15K | ﹤0.01% | 2876 |
|
|
2015
Q3 | – | Sell |
-162
| Closed | -$4K | – | 3685 |
|
|
2015
Q2 | $4K | Hold |
162
| – | – | ﹤0.01% | 3344 |
|
|
2015
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 3344 |
|
|
2014
Q4 | $4K | Hold |
162
| – | – | ﹤0.01% | 3334 |
|
|
2014
Q3 | $4K | Buy |
+162
| New | +$4K | ﹤0.01% | 3285 |
|