Zurich Cantonal Bank’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $554K | Hold |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $544K | Hold |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $594K | Hold |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $127K | Hold |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $120K | Hold |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $84K | Hold |
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|
2017
Q4 | $84K | Buy |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $39K | Hold |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $10K | Buy |
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