WSFS
Wilmington Savings Fund Society’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
1,075
+137
| +15% | +$35.5K | 0.01% | 721 |
|
|
2025
Q1 | $228K | Buy |
938
+520
| +124% | +$127K | ﹤0.01% | 765 |
|
|
2024
Q4 | $107K | Sell |
418
-7
| -2% | -$1.78K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $125K | Sell |
425
-1,010
| -70% | -$297K | ﹤0.01% | 960 |
|
|
2024
Q2 | $348K | Sell |
1,435
-6
| -0.4% | -$1.46K | 0.01% | 295 |
|
|
2024
Q1 | $385K | Buy |
+1,441
| New | +$385K | 0.01% | 291 |
|
|
2023
Q3 | $256K | Hold |
1,397
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $329K | Hold |
1,397
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $284K | Sell |
1,397
-75
| -5% | -$15.2K | 0.01% | 302 |
|
|
2022
Q4 | $286K | Hold |
1,472
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $252K | Hold |
1,472
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $269K | Hold |
1,472
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $349K | Buy |
1,472
+89
| +6% | +$21.1K | 0.01% | 302 |
|
|
2021
Q4 | $405K | Hold |
1,383
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $350K | Hold |
1,383
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $331K | Sell |
1,383
-597
| -30% | -$143K | 0.01% | 323 |
|
|
2021
Q1 | $358K | Sell |
1,980
-60
| -3% | -$10.8K | 0.01% | 310 |
|
|
2020
Q4 | $394K | Sell |
2,040
-60
| -3% | -$11.6K | 0.02% | 294 |
|
|
2020
Q3 | $329K | Sell |
2,100
-150
| -7% | -$23.5K | 0.02% | 294 |
|
|
2020
Q2 | $386K | Sell |
2,250
-1,090
| -33% | -$187K | 0.02% | 288 |
|
|
2020
Q1 | $399K | Buy |
3,340
+990
| +42% | +$118K | 0.02% | 269 |
|
|
2019
Q4 | $329K | Hold |
2,350
| – | – | 0.02% | 290 |
|
|
2019
Q3 | $330K | Hold |
2,350
| – | – | 0.02% | 282 |
|
|
2019
Q2 | $318K | Hold |
2,350
| – | – | 0.02% | 292 |
|
|
2019
Q1 | $278K | Sell |
2,350
-1,200
| -34% | -$142K | 0.02% | 306 |
|
|
2018
Q4 | $331K | Sell |
3,550
-160
| -4% | -$14.9K | 0.02% | 287 |
|
|
2018
Q3 | $484K | Sell |
3,710
-125
| -3% | -$16.3K | 0.03% | 255 |
|
|
2018
Q2 | $480K | Sell |
3,835
-50
| -1% | -$6.26K | 0.03% | 254 |
|
|
2018
Q1 | $457K | Sell |
3,885
-1,150
| -23% | -$135K | 0.03% | 257 |
|
|
2017
Q4 | $594K | Sell |
5,035
-582
| -10% | -$68.7K | 0.03% | 236 |
|
|
2017
Q3 | $595K | Sell |
5,617
-41,256
| -88% | -$4.37M | 0.03% | 236 |
|
|
2017
Q2 | $6.44M | Sell |
46,873
-264
| -0.6% | -$36.3K | 0.38% | 84 |
|
|
2017
Q1 | $6.45M | Buy |
47,137
+82
| +0.2% | +$11.2K | 0.39% | 78 |
|
|
2016
Q4 | $5.56M | Sell |
47,055
-65
| -0.1% | -$7.69K | 0.35% | 86 |
|
|
2016
Q3 | $6.34M | Buy |
47,120
+74
| +0.2% | +$9.96K | 0.4% | 70 |
|
|
2016
Q2 | $6.04M | Sell |
47,046
-36
| -0.1% | -$4.62K | 0.38% | 73 |
|
|
2016
Q1 | $5.38M | Sell |
47,082
-362
| -0.8% | -$41.4K | 0.35% | 79 |
|
|
2015
Q4 | $5.28M | Sell |
47,444
-283
| -0.6% | -$31.5K | 0.33% | 81 |
|
|
2015
Q3 | $4.64M | Sell |
47,727
-53
| -0.1% | -$5.15K | 0.3% | 102 |
|
|
2015
Q2 | $4.64M | Sell |
47,780
-330
| -0.7% | -$32K | 0.27% | 108 |
|
|
2015
Q1 | $4.48M | Sell |
48,110
-662
| -1% | -$61.6K | 0.25% | 116 |
|
|
2014
Q4 | $3.94M | Buy |
48,772
+78
| +0.2% | +$6.31K | 0.22% | 126 |
|
|
2014
Q3 | $3.64M | Sell |
48,694
-357
| -0.7% | -$26.7K | 0.21% | 130 |
|
|
2014
Q2 | $3.56M | Sell |
49,051
-171
| -0.3% | -$12.4K | 0.2% | 135 |
|
|
2014
Q1 | $3.35M | Sell |
49,222
-713
| -1% | -$48.5K | 0.19% | 144 |
|
|
2013
Q4 | $3.45M | Sell |
49,935
-617
| -1% | -$42.6K | 0.19% | 140 |
|
|
2013
Q3 | $3.03M | Hold |
50,552
| – | – | 0.19% | 148 |
|
|
2013
Q2 | $2.98M | Buy |
+50,552
| New | +$2.98M | 0.19% | 146 |
|