Winton Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
+80,460
| New | +$4.43M | 0.23% | 116 |
|
|
2023
Q2 | – | Sell |
-21,247
| Closed | -$799K | – | 1152 |
|
|
2023
Q1 | $799K | Buy |
21,247
+11,517
| +118% | +$433K | 0.05% | 522 |
|
|
2022
Q4 | $441K | Sell |
9,730
-55,245
| -85% | -$2.5M | 0.03% | 673 |
|
|
2022
Q3 | $3.02M | Buy |
+64,975
| New | +$3.02M | 0.2% | 108 |
|
|
2022
Q2 | – | Sell |
-6,442
| Closed | -$300K | – | 1093 |
|
|
2022
Q1 | $300K | Sell |
6,442
-10,143
| -61% | -$472K | 0.02% | 818 |
|
|
2021
Q4 | $831K | Buy |
+16,585
| New | +$831K | 0.05% | 522 |
|
|
2018
Q4 | – | Sell |
-5,655
| Closed | -$267K | – | 1055 |
|
|
2018
Q3 | $267K | Buy |
5,655
+568
| +11% | +$26.8K | 0.01% | 864 |
|
|
2018
Q2 | $271K | Sell |
5,087
-5,257
| -51% | -$280K | 0.01% | 875 |
|
|
2018
Q1 | $495K | Buy |
+10,344
| New | +$495K | 0.01% | 787 |
|