Yousif Capital 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 | $1.17M | Sell |
21,194
-467
| -2% | -$25.7K | 0.01% | 1050 |
|
|
2025
Q1 | $1.12M | Sell |
21,661
-682
| -3% | -$35.4K | 0.01% | 1043 |
|
|
2024
Q4 | $1.19M | Sell |
22,343
-580
| -3% | -$30.8K | 0.01% | 1049 |
|
|
2024
Q3 | $1.17M | Sell |
22,923
-1,085
| -5% | -$55.3K | 0.01% | 1097 |
|
|
2024
Q2 | $1.13M | Sell |
24,008
-3,236
| -12% | -$152K | 0.01% | 1063 |
|
|
2024
Q1 | $1.23M | Sell |
27,244
-2,763
| -9% | -$125K | 0.01% | 1088 |
|
|
2023
Q4 | $1.38M | Sell |
30,007
-180
| -0.6% | -$8.27K | 0.02% | 1045 |
|
|
2023
Q3 | $1.1M | Sell |
30,187
-2,301
| -7% | -$84K | 0.01% | 1090 |
|
|
2023
Q2 | $1.23M | Sell |
32,488
-2,133
| -6% | -$80.5K | 0.01% | 1050 |
|
|
2023
Q1 | $1.3M | Sell |
34,621
-4,465
| -11% | -$168K | 0.02% | 1008 |
|
|
2022
Q4 | $1.77M | Sell |
39,086
-12,190
| -24% | -$553K | 0.02% | 841 |
|
|
2022
Q3 | $2.38M | Sell |
51,276
-1,845
| -3% | -$85.7K | 0.03% | 622 |
|
|
2022
Q2 | $2.13M | Sell |
53,121
-7,775
| -13% | -$312K | 0.03% | 775 |
|
|
2022
Q1 | $2.84M | Buy |
60,896
+608
| +1% | +$28.3K | 0.03% | 692 |
|
|
2021
Q4 | $3.02M | Buy |
+60,288
| New | +$3.02M | 0.03% | 672 |
|