A detailed history of Westover Capital Advisors, LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 6,185 shares of WSFS stock, worth $355,451. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,185
Previous 6,215 0.48%
Holding current value
$355,451
Previous $292,000 7.88%
% of portfolio
0.06%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$45.65 - $57.21 $1,369 - $1,716
-30 Reduced 0.48%
6,185 $315,000
Q2 2024

Aug 08, 2024

SELL
$41.74 - $47.0 $3,339 - $3,760
-80 Reduced 1.27%
6,215 $292,000
Q1 2024

May 03, 2024

SELL
$41.0 - $47.34 $14,186 - $16,379
-346 Reduced 5.21%
6,295 $284,000
Q4 2023

Feb 06, 2024

BUY
$33.96 - $47.08 $17,862 - $24,764
526 Added 8.6%
6,641 $305,000
Q2 2023

Aug 11, 2023

SELL
$29.94 - $39.77 $149,700 - $198,850
-5,000 Reduced 44.98%
6,115 $230,000
Q2 2022

Aug 12, 2022

BUY
$37.77 - $45.83 $188,850 - $229,150
5,000 Added 81.77%
11,115 $446,000
Q4 2021

Feb 14, 2022

BUY
$47.5 - $55.67 $5,462 - $6,402
115 Added 1.92%
6,115 $306,000
Q4 2020

Feb 16, 2021

BUY
$27.23 - $45.24 $163,380 - $271,440
6,000 New
6,000 $269,000
Q1 2020

May 18, 2020

SELL
$19.49 - $44.0 $116,939 - $264,000
-6,000 Closed
0 $0
Q2 2017

Aug 15, 2017

BUY
N/A
6,000
6,000 $272,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.56B
  • 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, ...
More about WSFS
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