WSFS Financial Corporation shares owned by Affinity Wealth Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Affinity Wealth Management
from 13F filings
Historical chart of Affinity Wealth Management investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WSFS Financial Corporation by Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $239k | 4.5k | 53.13 |
| 2024-09-30 | $229k | 4.5k | 50.99 |
| 2024-06-30 | $211k | 4.5k | 47.00 |
| 2024-03-31 | $208k | 4.6k | 45.14 |
| 2023-12-31 | $211k | 4.6k | 45.93 |
| 2022-12-31 | $209k | 4.6k | 45.34 |
| 2022-09-30 | $214k | 4.6k | 46.51 |
| 2021-12-31 | $253k | 4.6k | 54.99 |
| 2021-09-30 | $241k | 4.6k | 52.38 |
More positions owned by Affinity Wealth Management
View all positions for Affinity Wealth Management