US Bancorp’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
Q3 | $207K | Buy |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $146K | Hold |
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|
2024
Q4 | $149K | Hold |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $132K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $426K | Buy |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q3 | $159K | Buy |
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|
2019
Q2 | $139K | Buy |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $132K | Sell |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q2 | $171K | Hold |
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|
2018
Q1 | $154K | Buy |
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|
2017
Q4 | $136K | Sell |
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|
2017
Q3 | $148K | Buy |
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|
2017
Q2 | $135K | Sell |
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|
2017
Q1 | $151K | Buy |
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|
2016
Q4 | $135K | Buy |
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|
2016
Q3 | $41K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Buy |
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