AE Wealth Management’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
16,412
-3,107
| -16% | -$49.4K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $271K | Sell |
19,519
-2,019
| -9% | -$28K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $291K | Buy |
21,538
+11,280
| +110% | +$152K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $145K | Buy |
+10,258
| New | +$145K | ﹤0.01% | 1198 |
|
|
2023
Q1 | – | Sell |
-69,866
| Closed | -$1.24M | – | 1884 |
|
|
2022
Q4 | $1.24M | Buy |
69,866
+3,451
| +5% | +$61.2K | 0.01% | 907 |
|
|
2022
Q3 | $1.09M | Buy |
+66,415
| New | +$1.09M | 0.01% | 909 |
|