Zurich Cantonal Bank’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
15,447
+4,775
| +45% | +$263K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $554K | Hold |
10,672
| – | – | ﹤0.01% | 1542 |
|
|
2024
Q4 | $567K | Hold |
10,672
| – | – | ﹤0.01% | 1554 |
|
|
2024
Q3 | $544K | Hold |
10,672
| – | – | ﹤0.01% | 1509 |
|
|
2024
Q2 | $502K | Sell |
10,672
-2,488
| -19% | -$117K | ﹤0.01% | 1489 |
|
|
2024
Q1 | $594K | Hold |
13,160
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q4 | $604K | Buy |
13,160
+710
| +6% | +$32.6K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $454K | Buy |
12,450
+1,652
| +15% | +$60.3K | ﹤0.01% | 1457 |
|
|
2023
Q2 | $407K | Buy |
10,798
+1,345
| +14% | +$50.7K | ﹤0.01% | 1479 |
|
|
2023
Q1 | $356K | Buy |
9,453
+81
| +0.9% | +$3.05K | ﹤0.01% | 1506 |
|
|
2022
Q4 | $425K | Buy |
9,372
+844
| +10% | +$38.3K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $396K | Hold |
8,528
| – | – | ﹤0.01% | 1344 |
|
|
2022
Q2 | $342K | Hold |
8,528
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q1 | $398K | Buy |
8,528
+1,630
| +24% | +$76.1K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $346K | Buy |
6,898
+2,149
| +45% | +$108K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $244K | Buy |
+4,749
| New | +$244K | ﹤0.01% | 1787 |
|
|
2021
Q1 | – | Sell |
-7,159
| Closed | -$321K | – | 2643 |
|
|
2020
Q4 | $321K | Buy |
7,159
+1,002
| +16% | +$44.9K | ﹤0.01% | 1552 |
|
|
2020
Q3 | $166K | Hold |
6,157
| – | – | ﹤0.01% | 1735 |
|
|
2020
Q2 | $177K | Buy |
6,157
+1,935
| +46% | +$55.6K | ﹤0.01% | 1598 |
|
|
2020
Q1 | $105K | Buy |
4,222
+1,328
| +46% | +$33K | ﹤0.01% | 1587 |
|
|
2019
Q4 | $127K | Hold |
2,894
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q3 | $128K | Hold |
2,894
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q2 | $120K | Hold |
2,894
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q1 | $112K | Buy |
2,894
+444
| +18% | +$17.2K | ﹤0.01% | 1514 |
|
|
2018
Q4 | $93K | Buy |
2,450
+697
| +40% | +$26.5K | ﹤0.01% | 1644 |
|
|
2018
Q3 | $83K | Hold |
1,753
| – | – | ﹤0.01% | 1831 |
|
|
2018
Q2 | $93K | Hold |
1,753
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q1 | $84K | Hold |
1,753
| – | – | ﹤0.01% | 1710 |
|
|
2017
Q4 | $84K | Buy |
1,753
+906
| +107% | +$43.4K | ﹤0.01% | 1680 |
|
|
2017
Q3 | $41K | Hold |
847
| – | – | ﹤0.01% | 1932 |
|
|
2017
Q2 | $38K | Hold |
847
| – | – | ﹤0.01% | 1920 |
|
|
2017
Q1 | $39K | Hold |
847
| – | – | ﹤0.01% | 1932 |
|
|
2016
Q4 | $39K | Hold |
847
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q3 | $31K | Buy |
847
+165
| +24% | +$6.04K | ﹤0.01% | 1980 |
|
|
2016
Q2 | $22K | Hold |
682
| – | – | ﹤0.01% | 2037 |
|
|
2016
Q1 | $22K | Hold |
682
| – | – | ﹤0.01% | 1978 |
|
|
2015
Q4 | $22K | Buy |
682
+322
| +89% | +$10.4K | ﹤0.01% | 1997 |
|
|
2015
Q3 | $10K | Buy |
+360
| New | +$10K | ﹤0.01% | 2029 |
|