VOYA Investment 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 | $884K | Buy |
16,081
+122
| +0.8% | +$6.71K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $828K | Sell |
15,959
-16,990
| -52% | -$881K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $1.75M | Sell |
32,949
-5,606
| -15% | -$298K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $1.97M | Sell |
38,555
-703
| -2% | -$35.8K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $1.85M | Sell |
39,258
-307
| -0.8% | -$14.4K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $1.79M | Sell |
39,565
-1,369
| -3% | -$61.8K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $1.88M | Buy |
40,934
+13,061
| +47% | +$600K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $1.02M | Buy |
27,873
+2,717
| +11% | +$99.2K | ﹤0.01% | 1623 |
|
|
2023
Q2 | $949K | Buy |
25,156
+431
| +2% | +$16.3K | ﹤0.01% | 1698 |
|
|
2023
Q1 | $930K | Sell |
24,725
-123
| -0.5% | -$4.63K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $1.13M | Sell |
24,848
-445
| -2% | -$20.2K | ﹤0.01% | 1583 |
|
|
2022
Q3 | $1.18M | Hold |
25,293
| – | – | ﹤0.01% | 1546 |
|
|
2022
Q2 | $1.01M | Sell |
25,293
-1,232
| -5% | -$49.4K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $1.24M | Buy |
26,525
+7,797
| +42% | +$364K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $939K | Sell |
18,728
-6,634
| -26% | -$333K | ﹤0.01% | 1590 |
|
|
2021
Q3 | $1.3M | Buy |
25,362
+184
| +0.7% | +$9.44K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $1.17M | Sell |
25,178
-2,255
| -8% | -$105K | ﹤0.01% | 1531 |
|
|
2021
Q1 | $1.37M | Sell |
27,433
-319,665
| -92% | -$15.9M | ﹤0.01% | 1388 |
|
|
2020
Q4 | $15.6M | Sell |
347,098
-69,788
| -17% | -$3.13M | 0.03% | 413 |
|
|
2020
Q3 | $11.2M | Sell |
416,886
-15,538
| -4% | -$419K | 0.02% | 496 |
|
|
2020
Q2 | $12.4M | Buy |
432,424
+18,821
| +5% | +$540K | 0.03% | 454 |
|
|
2020
Q1 | $10.3M | Buy |
413,603
+19,811
| +5% | +$494K | 0.03% | 476 |
|
|
2019
Q4 | $17.3M | Sell |
393,792
-37,107
| -9% | -$1.63M | 0.04% | 417 |
|
|
2019
Q3 | $19M | Sell |
430,899
-31,896
| -7% | -$1.41M | 0.04% | 394 |
|
|
2019
Q2 | $19.1M | Buy |
462,795
+82,929
| +22% | +$3.43M | 0.04% | 398 |
|
|
2019
Q1 | $14.7M | Sell |
379,866
-44,237
| -10% | -$1.71M | 0.03% | 459 |
|
|
2018
Q4 | $16.1M | Buy |
424,103
+4,044
| +1% | +$153K | 0.04% | 415 |
|
|
2018
Q3 | $19.8M | Buy |
420,059
+34,436
| +9% | +$1.62M | 0.04% | 433 |
|
|
2018
Q2 | $20.6M | Sell |
385,623
-12,430
| -3% | -$663K | 0.04% | 432 |
|
|
2018
Q1 | $19.1M | Buy |
398,053
+76,988
| +24% | +$3.69M | 0.04% | 432 |
|
|
2017
Q4 | $15.4M | Sell |
321,065
-54,312
| -14% | -$2.6M | 0.03% | 483 |
|
|
2017
Q3 | $18.3M | Sell |
375,377
-58,200
| -13% | -$2.84M | 0.04% | 424 |
|
|
2017
Q2 | $19.7M | Buy |
433,577
+15,695
| +4% | +$712K | 0.04% | 399 |
|
|
2017
Q1 | $19.2M | Buy |
417,882
+20,220
| +5% | +$929K | 0.04% | 394 |
|
|
2016
Q4 | $18.4M | Sell |
397,662
-7,510
| -2% | -$348K | 0.04% | 392 |
|
|
2016
Q3 | $14.8K | Sell |
405,172
-34,154
| -8% | -$1.25K | 0.03% | 439 |
|
|
2016
Q2 | $14.1M | Buy |
439,326
+422,550
| +2,519% | +$13.6M | 0.03% | 471 |
|
|
2016
Q1 | $546K | Hold |
16,776
| – | – | ﹤0.01% | 1635 |
|
|
2015
Q4 | $543K | Hold |
16,776
| – | – | ﹤0.01% | 1656 |
|
|
2015
Q3 | $483K | Sell |
16,776
-2,364
| -12% | -$68.1K | ﹤0.01% | 1726 |
|
|
2015
Q2 | $523K | Hold |
19,140
| – | – | ﹤0.01% | 1899 |
|
|
2015
Q1 | $483K | Hold |
19,140
| – | – | ﹤0.01% | 1938 |
|
|
2014
Q4 | $491K | Hold |
19,140
| – | – | ﹤0.01% | 1941 |
|
|
2014
Q3 | $457K | Hold |
19,140
| – | – | ﹤0.01% | 1969 |
|
|
2014
Q2 | $470K | Hold |
19,140
| – | – | ﹤0.01% | 2034 |
|
|
2014
Q1 | $456K | Hold |
19,140
| – | – | ﹤0.01% | 2039 |
|
|
2013
Q4 | $495K | Hold |
19,140
| – | – | ﹤0.01% | 1970 |
|
|
2013
Q3 | $384K | Hold |
19,140
| – | – | ﹤0.01% | 2106 |
|
|
2013
Q2 | $334K | Buy |
+19,140
| New | +$334K | ﹤0.01% | 2159 |
|