Wellington Management Group’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 | $10.7M | Sell |
193,667
-7,303
| -4% | -$402K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $10.4M | Buy |
200,970
+38
| +0% | +$1.97K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $10.7M | Sell |
200,932
-14,827
| -7% | -$788K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $11M | Sell |
215,759
-2,346
| -1% | -$120K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $10.3M | Buy |
218,105
+19,503
| +10% | +$917K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $8.96M | Sell |
198,602
-18,391
| -8% | -$830K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $9.97M | Sell |
216,993
-8,061
| -4% | -$370K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $8.21M | Buy |
225,054
+11,472
| +5% | +$419K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $8.06M | Buy |
213,582
+44,505
| +26% | +$1.68M | ﹤0.01% | 1157 |
|
|
2023
Q1 | $6.36M | Sell |
169,077
-2,039
| -1% | -$76.7K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $7.76M | Sell |
171,116
-18,699
| -10% | -$848K | ﹤0.01% | 1153 |
|
|
2022
Q3 | $8.82M | Buy |
189,815
+3,927
| +2% | +$182K | ﹤0.01% | 1136 |
|
|
2022
Q2 | $7.45M | Buy |
185,888
+51,325
| +38% | +$2.06M | ﹤0.01% | 1189 |
|
|
2022
Q1 | $6.27M | Sell |
134,563
-1,878
| -1% | -$87.5K | ﹤0.01% | 1332 |
|
|
2021
Q4 | $6.84M | Buy |
136,441
+2,623
| +2% | +$131K | ﹤0.01% | 1382 |
|
|
2021
Q3 | $6.87M | Sell |
133,818
-1,564
| -1% | -$80.2K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $6.31M | Buy |
135,382
+42,001
| +45% | +$1.96M | ﹤0.01% | 1430 |
|
|
2021
Q1 | $4.65M | Buy |
93,381
+35,610
| +62% | +$1.77M | ﹤0.01% | 1445 |
|
|
2020
Q4 | $2.59M | Buy |
57,771
+533
| +0.9% | +$23.9K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $1.54M | Sell |
57,238
-32,694
| -36% | -$882K | ﹤0.01% | 1462 |
|
|
2020
Q2 | $2.58M | Buy |
89,932
+52,124
| +138% | +$1.5M | ﹤0.01% | 1314 |
|
|
2020
Q1 | $942K | Buy |
37,808
+1,128
| +3% | +$28.1K | ﹤0.01% | 1551 |
|
|
2019
Q4 | $1.61M | Buy |
36,680
+683
| +2% | +$30.1K | ﹤0.01% | 1595 |
|
|
2019
Q3 | $1.59M | Hold |
35,997
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q2 | $1.49M | Sell |
35,997
-296,871
| -89% | -$12.3M | ﹤0.01% | 1690 |
|
|
2019
Q1 | $12.9M | Sell |
332,868
-69,900
| -17% | -$2.7M | ﹤0.01% | 1140 |
|
|
2018
Q4 | $15.3M | Buy |
402,768
+38,562
| +11% | +$1.46M | ﹤0.01% | 1073 |
|
|
2018
Q3 | $17.2M | Sell |
364,206
-130,704
| -26% | -$6.16M | ﹤0.01% | 1123 |
|
|
2018
Q2 | $26.4M | Sell |
494,910
-18,168
| -4% | -$968K | 0.01% | 1000 |
|
|
2018
Q1 | $24.6M | Sell |
513,078
-81,193
| -14% | -$3.89M | 0.01% | 1005 |
|
|
2017
Q4 | $28.4M | Sell |
594,271
-71,629
| -11% | -$3.43M | 0.01% | 956 |
|
|
2017
Q3 | $32.5M | Sell |
665,900
-8,582
| -1% | -$418K | 0.01% | 893 |
|
|
2017
Q2 | $30.6M | Sell |
674,482
-74,348
| -10% | -$3.37M | 0.01% | 883 |
|
|
2017
Q1 | $34.4M | Buy |
748,830
+21,555
| +3% | +$990K | 0.01% | 852 |
|
|
2016
Q4 | $33.7M | Buy |
727,275
+15,231
| +2% | +$706K | 0.01% | 834 |
|
|
2016
Q3 | $26M | Sell |
712,044
-35,628
| -5% | -$1.3M | 0.01% | 895 |
|
|
2016
Q2 | $24.1M | Sell |
747,672
-72,746
| -9% | -$2.34M | 0.01% | 887 |
|
|
2016
Q1 | $26.7M | Sell |
820,418
-42,107
| -5% | -$1.37M | 0.01% | 839 |
|
|
2015
Q4 | $27.9M | Sell |
862,525
-138,195
| -14% | -$4.47M | 0.01% | 850 |
|
|
2015
Q3 | $28.8M | Sell |
1,000,720
-63,273
| -6% | -$1.82M | 0.01% | 845 |
|
|
2015
Q2 | $29.1M | Buy |
1,063,993
+24,415
| +2% | +$668K | 0.01% | 884 |
|
|
2015
Q1 | $26.2M | Sell |
1,039,578
-4,752
| -0.5% | -$120K | 0.01% | 956 |
|
|
2014
Q4 | $26.8M | Sell |
1,044,330
-127,224
| -11% | -$3.26M | 0.01% | 946 |
|
|
2014
Q3 | $28M | Sell |
1,171,554
-64,605
| -5% | -$1.54M | 0.01% | 908 |
|
|
2014
Q2 | $30.4M | Buy |
1,236,159
+26,202
| +2% | +$643K | 0.01% | 898 |
|
|
2014
Q1 | $28.8M | Sell |
1,209,957
-30,849
| -2% | -$735K | 0.01% | 913 |
|
|
2013
Q4 | $32.1M | Sell |
1,240,806
-976,812
| -44% | -$25.2M | 0.01% | 872 |
|
|
2013
Q3 | $44.5M | Sell |
2,217,618
-93,057
| -4% | -$1.87M | 0.01% | 742 |
|
|
2013
Q2 | $40.4M | Buy |
+2,310,675
| New | +$40.4M | 0.01% | 756 |
|