Wells Fargo’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Sell |
180,412
-39,221
| -18% | -$2.16M | ﹤0.01% | 1734 |
|
|
2025
Q1 | $11.4M | Sell |
219,633
-10,163
| -4% | -$527K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $12.2M | Buy |
229,796
+2,947
| +1% | +$157K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $11.6M | Sell |
226,849
-10,099
| -4% | -$515K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $11.1M | Buy |
236,948
+553
| +0.2% | +$26K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $10.7M | Buy |
236,395
+9,453
| +4% | +$427K | ﹤0.01% | 1535 |
|
|
2023
Q4 | $10.4M | Sell |
226,942
-11,810
| -5% | -$542K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $8.71M | Sell |
238,752
-15,459
| -6% | -$564K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $9.59M | Sell |
254,211
-3,282
| -1% | -$124K | ﹤0.01% | 1556 |
|
|
2023
Q1 | $9.68M | Buy |
257,493
+32,612
| +15% | +$1.23M | ﹤0.01% | 1544 |
|
|
2022
Q4 | $10.2M | Sell |
224,881
-8,557
| -4% | -$388K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $10.8M | Sell |
233,438
-2,730
| -1% | -$127K | ﹤0.01% | 1411 |
|
|
2022
Q2 | $9.47M | Sell |
236,168
-33,892
| -13% | -$1.36M | ﹤0.01% | 1542 |
|
|
2022
Q1 | $12.6M | Buy |
270,060
+217,873
| +417% | +$10.2M | ﹤0.01% | 1576 |
|
|
2021
Q4 | $2.62M | Buy |
52,187
+19,826
| +61% | +$994K | ﹤0.01% | 3035 |
|
|
2021
Q3 | $1.66M | Sell |
32,361
-3,952
| -11% | -$203K | ﹤0.01% | 3633 |
|
|
2021
Q2 | $1.69M | Buy |
36,313
+3,662
| +11% | +$171K | ﹤0.01% | 3638 |
|
|
2021
Q1 | $1.63M | Sell |
32,651
-39,850
| -55% | -$1.98M | ﹤0.01% | 3646 |
|
|
2020
Q4 | $3.25M | Sell |
72,501
-53,037
| -42% | -$2.38M | ﹤0.01% | 3082 |
|
|
2020
Q3 | $3.39M | Sell |
125,538
-12,230
| -9% | -$330K | ﹤0.01% | 2830 |
|
|
2020
Q2 | $3.95M | Buy |
137,768
+27,134
| +25% | +$779K | ﹤0.01% | 2665 |
|
|
2020
Q1 | $2.76M | Buy |
110,634
+3,521
| +3% | +$87.7K | ﹤0.01% | 2691 |
|
|
2019
Q4 | $4.71M | Sell |
107,113
-1,133
| -1% | -$49.8K | ﹤0.01% | 2599 |
|
|
2019
Q3 | $4.77M | Sell |
108,246
-29,581
| -21% | -$1.3M | ﹤0.01% | 2570 |
|
|
2019
Q2 | $5.69M | Sell |
137,827
-26,997
| -16% | -$1.11M | ﹤0.01% | 2441 |
|
|
2019
Q1 | $6.36M | Buy |
164,824
+102,748
| +166% | +$3.97M | ﹤0.01% | 2319 |
|
|
2018
Q4 | $2.35M | Buy |
62,076
+1,100
| +2% | +$41.7K | ﹤0.01% | 3085 |
|
|
2018
Q3 | $2.87M | Sell |
60,976
-6,485
| -10% | -$306K | ﹤0.01% | 3064 |
|
|
2018
Q2 | $3.6M | Sell |
67,461
-755
| -1% | -$40.2K | ﹤0.01% | 2948 |
|
|
2018
Q1 | $3.27M | Sell |
68,216
-14,474
| -18% | -$693K | ﹤0.01% | 2932 |
|
|
2017
Q4 | $3.96M | Buy |
82,690
+4,744
| +6% | +$227K | ﹤0.01% | 2769 |
|
|
2017
Q3 | $3.8M | Buy |
77,946
+24,121
| +45% | +$1.18M | ﹤0.01% | 2747 |
|
|
2017
Q2 | $2.44M | Buy |
53,825
+6,905
| +15% | +$313K | ﹤0.01% | 3025 |
|
|
2017
Q1 | $2.16M | Sell |
46,920
-33,172
| -41% | -$1.52M | ﹤0.01% | 3112 |
|
|
2016
Q4 | $3.71M | Buy |
80,092
+27,625
| +53% | +$1.28M | ﹤0.01% | 2616 |
|
|
2016
Q3 | $1.91M | Sell |
52,467
-2,901
| -5% | -$106K | ﹤0.01% | 2972 |
|
|
2016
Q2 | $1.78M | Buy |
55,368
+10,621
| +24% | +$342K | ﹤0.01% | 3017 |
|
|
2016
Q1 | $1.46M | Buy |
44,747
+6,117
| +16% | +$199K | ﹤0.01% | 3110 |
|
|
2015
Q4 | $1.25M | Buy |
38,630
+5,132
| +15% | +$166K | ﹤0.01% | 3272 |
|
|
2015
Q3 | $965K | Sell |
33,498
-1,293
| -4% | -$37.2K | ﹤0.01% | 3453 |
|
|
2015
Q2 | $951K | Buy |
34,791
+6,225
| +22% | +$170K | ﹤0.01% | 3594 |
|
|
2015
Q1 | $721K | Buy |
28,566
+2,082
| +8% | +$52.5K | ﹤0.01% | 3662 |
|
|
2014
Q4 | $679K | Sell |
26,484
-222
| -0.8% | -$5.69K | ﹤0.01% | 3687 |
|
|
2014
Q3 | $638K | Sell |
26,706
-1,197
| -4% | -$28.6K | ﹤0.01% | 3702 |
|
|
2014
Q2 | $685K | Buy |
27,903
+7,944
| +40% | +$195K | ﹤0.01% | 3704 |
|
|
2014
Q1 | $474K | Buy |
19,959
+9,873
| +98% | +$234K | ﹤0.01% | 3855 |
|
|
2013
Q4 | $260K | Buy |
10,086
+336
| +3% | +$8.66K | ﹤0.01% | 4077 |
|
|
2013
Q3 | $196K | Sell |
9,750
-183
| -2% | -$3.68K | ﹤0.01% | 4175 |
|
|
2013
Q2 | $174K | Buy |
+9,933
| New | +$174K | ﹤0.01% | 4153 |
|