Victory Capital Management’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 | $851K | Sell |
15,480
-5,845
| -27% | -$321K | ﹤0.01% | 1911 |
|
2025
Q1 | $1.11M | Sell |
21,325
-6
| -0% | -$311 | ﹤0.01% | 1753 |
|
2024
Q4 | $1.13M | Sell |
21,331
-15,442
| -42% | -$820K | ﹤0.01% | 1753 |
|
2024
Q3 | $1.88M | Buy |
36,773
+8,617
| +31% | +$439K | ﹤0.01% | 1502 |
|
2024
Q2 | $1.32M | Buy |
28,156
+1,056
| +4% | +$49.6K | ﹤0.01% | 1583 |
|
2024
Q1 | $1.22M | Buy |
27,100
+1,688
| +7% | +$76.2K | ﹤0.01% | 1643 |
|
2023
Q4 | $1.17M | Buy |
25,412
+6,293
| +33% | +$289K | ﹤0.01% | 1644 |
|
2023
Q3 | $698K | Buy |
19,119
+1,421
| +8% | +$51.9K | ﹤0.01% | 1839 |
|
2023
Q2 | $668K | Buy |
17,698
+913
| +5% | +$34.4K | ﹤0.01% | 1867 |
|
2023
Q1 | $631K | Buy |
16,785
+4,094
| +32% | +$154K | ﹤0.01% | 1918 |
|
2022
Q4 | $575K | Sell |
12,691
-1,453
| -10% | -$65.9K | ﹤0.01% | 1959 |
|
2022
Q3 | $657K | Sell |
14,144
-221
| -2% | -$10.3K | ﹤0.01% | 1926 |
|
2022
Q2 | $576K | Sell |
14,365
-530
| -4% | -$21.3K | ﹤0.01% | 1985 |
|
2022
Q1 | $597K | Buy |
14,895
+2,914
| +24% | +$117K | ﹤0.01% | 2056 |
|
2021
Q4 | $600K | Buy |
11,981
+15
| +0.1% | +$751 | ﹤0.01% | 2062 |
|
2021
Q3 | $614K | Buy |
11,966
+1,350
| +13% | +$69.3K | ﹤0.01% | 2071 |
|
2021
Q2 | $495K | Sell |
10,616
-649
| -6% | -$30.3K | ﹤0.01% | 2212 |
|
2021
Q1 | $561K | Sell |
11,265
-1,231
| -10% | -$61.3K | ﹤0.01% | 2150 |
|
2020
Q4 | $561K | Buy |
12,496
+337
| +3% | +$15.1K | ﹤0.01% | 2024 |
|
2020
Q3 | $328K | Sell |
12,159
-1,537
| -11% | -$41.5K | ﹤0.01% | 2128 |
|
2020
Q2 | $393K | Sell |
13,696
-8,992
| -40% | -$258K | ﹤0.01% | 2069 |
|
2020
Q1 | $566K | Buy |
22,688
+8,967
| +65% | +$224K | ﹤0.01% | 2052 |
|
2019
Q4 | $604K | Buy |
13,721
+2,324
| +20% | +$102K | ﹤0.01% | 1933 |
|
2019
Q3 | $503K | Buy |
11,397
+7,646
| +204% | +$337K | ﹤0.01% | 1882 |
|
2019
Q2 | $155K | Sell |
3,751
-6,520
| -63% | -$269K | ﹤0.01% | 1478 |
|
2019
Q1 | $396K | Buy |
+10,271
| New | +$396K | ﹤0.01% | 1368 |
|
2018
Q1 | – | Sell |
-5,458
| Closed | -$261K | – | 1931 |
|
2017
Q4 | $261K | Buy |
5,458
+474
| +10% | +$22.7K | ﹤0.01% | 1434 |
|
2017
Q3 | $243K | Buy |
4,984
+1,007
| +25% | +$49.1K | ﹤0.01% | 1440 |
|
2017
Q2 | $180K | Buy |
3,977
+596
| +18% | +$27K | ﹤0.01% | 1497 |
|
2017
Q1 | $155K | Sell |
3,381
-17,108
| -83% | -$784K | ﹤0.01% | 1487 |
|
2016
Q4 | $949K | Buy |
20,489
+2,878
| +16% | +$133K | ﹤0.01% | 1141 |
|
2016
Q3 | $643K | Sell |
17,611
-4,651
| -21% | -$170K | ﹤0.01% | 1174 |
|
2016
Q2 | $717K | Sell |
22,262
-16,539
| -43% | -$533K | ﹤0.01% | 918 |
|
2016
Q1 | $1.26M | Buy |
38,801
+2,116
| +6% | +$68.8K | 0.01% | 729 |
|
2015
Q4 | $1.19M | Buy |
36,685
+8,173
| +29% | +$264K | ﹤0.01% | 742 |
|
2015
Q3 | $821K | Hold |
28,512
| – | – | ﹤0.01% | 790 |
|
2015
Q2 | $780K | Hold |
28,512
| – | – | ﹤0.01% | 853 |
|
2015
Q1 | $719K | Hold |
28,512
| – | – | ﹤0.01% | 691 |
|
2014
Q4 | $731K | Buy |
+28,512
| New | +$731K | ﹤0.01% | 718 |
|