Commonwealth Equity Services, LLC Wsfs Financial Corp Transaction History

Commonwealth Equity Services, LLC

$70.7 Billion
Q1 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 12,581 shares of WSFS stock, worth $669,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,581

Previous 12,803 1.73%

Holding current value

$669,812

Previous $680,000 3.97%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$49.95 - $59.33 $11,088 - $13,171	-222 Reduced 1.73%	12,581 $653,000
Q4 2024 Feb 10, 2025	SELL	$48.57 - $61.09 $26,082 - $32,805	-537 Reduced 4.03%	12,803 $680,000
Q3 2024 Oct 18, 2024	SELL	$45.65 - $57.21 $74,455 - $93,309	-1,631 Reduced 10.89%	13,340 $680,000
Q2 2024 Jul 31, 2024	SELL	$41.74 - $47.0 $252,151 - $283,927	-6,041 Reduced 28.75%	14,971 $704,000
Q1 2024 Apr 29, 2024	SELL	$41.0 - $47.34 $18,819 - $21,729	-459 Reduced 2.14%	21,012 $948,000
Q4 2023 Feb 06, 2024	BUY	$33.96 - $47.08 $177,950 - $246,699	5,240 Added 32.28%	21,471 $986,000
Q3 2023 Oct 23, 2023	BUY	$35.43 - $44.24 $1,488 - $1,858	42 Added 0.26%	16,231 $592,000
Q2 2023 Aug 10, 2023	SELL	$29.94 - $39.77 $22,305 - $29,628	-745 Reduced 4.4%	16,189 $611,000
Q1 2023 May 11, 2023	BUY	$37.05 - $51.16 $38,198 - $52,745	1,031 Added 6.48%	16,934 $636,000
Q4 2022 Feb 07, 2023	SELL	$44.36 - $49.78 $16,457 - $18,468	-371 Reduced 2.28%	15,903 $721,000
Q3 2022 Nov 14, 2022	BUY	$37.96 - $51.42 $1,100 - $1,491	29 Added 0.18%	16,274 $756,000
Q2 2022 Jul 19, 2022	SELL	$37.77 - $45.83 $6,383 - $7,745	-169 Reduced 1.03%	16,245 $651,000
Q1 2022 May 04, 2022	BUY	$46.62 - $56.06 $43,543 - $52,360	934 Added 6.03%	16,414 $765,000
Q4 2021 Jan 31, 2022	SELL	$47.5 - $55.67 $46,550 - $54,556	-980 Reduced 5.95%	15,480 $775,000
Q3 2021 Oct 29, 2021	SELL	$42.8 - $52.05 $79,180 - $96,292	-1,850 Reduced 10.1%	16,460 $844,000
Q2 2021 Aug 11, 2021	BUY	$46.59 - $54.54 $1,164 - $1,363	25 Added 0.14%	18,310 $853,000
Q1 2021 May 04, 2021	SELL	$42.97 - $54.87 $127,792 - $163,183	-2,974 Reduced 13.99%	18,285 $910,000
Q4 2020 Feb 11, 2021	SELL	$27.23 - $45.24 $59,579 - $98,985	-2,188 Reduced 9.33%	21,259 $954,000
Q3 2020 Nov 05, 2020	BUY	$24.82 - $31.76 $206,204 - $263,862	8,308 Added 54.88%	23,447 $632,000
Q2 2020 Aug 12, 2020	BUY	$21.5 - $32.8 $13,373 - $20,401	622 Added 4.28%	15,139 $434,000
Q1 2020 May 11, 2020	SELL	$19.49 - $44.0 $506 - $1,144	-26 Reduced 0.18%	14,517 $361,000
Q4 2019 Feb 05, 2020	BUY	$42.17 - $45.36 $1,138 - $1,224	27 Added 0.19%	14,543 $639,000
Q3 2019 Oct 30, 2019	SELL	$39.21 - $45.74 $42,346 - $49,399	-1,080 Reduced 6.92%	14,516 $640,000
Q2 2019 Jul 19, 2019	BUY	$39.11 - $44.25 $7,978 - $9,027	204 Added 1.33%	15,596 $644,000
Q1 2019 May 13, 2019	BUY	$37.51 - $44.48 $5,101 - $6,049	136 Added 0.89%	15,392 $594,000
Q4 2018 Feb 11, 2019	BUY	$36.4 - $48.07 $555,318 - $733,355	15,256 New	15,256 $578,000

Others Institutions Holding WSFS

# of Institutions

276

Shares Held

53M

Call Options Held

Put Options Held

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About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.3B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

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Commonwealth Equity Services, LLC Wsfs Financial Corp Transaction History