Ameriprise’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
301,256
+55
| +0% | +$1.07K | ﹤0.01% | 2235 |
|
|
2025
Q1 | $5.57M | Buy |
301,201
+12,069
| +4% | +$223K | ﹤0.01% | 2231 |
|
|
2024
Q4 | $5.6M | Sell |
289,132
-39,519
| -12% | -$765K | ﹤0.01% | 2279 |
|
|
2024
Q3 | $6.33M | Sell |
328,651
-3,811
| -1% | -$73.4K | ﹤0.01% | 2206 |
|
|
2024
Q2 | $6.15M | Sell |
332,462
-2,153
| -0.6% | -$39.8K | ﹤0.01% | 2149 |
|
|
2024
Q1 | $6.66M | Buy |
334,615
+38
| +0% | +$756 | ﹤0.01% | 2138 |
|
|
2023
Q4 | $7.48M | Buy |
334,577
+3,449
| +1% | +$77.1K | ﹤0.01% | 2033 |
|
|
2023
Q3 | $4.67M | Buy |
331,128
+1,918
| +0.6% | +$27.1K | ﹤0.01% | 2330 |
|
|
2023
Q2 | $5.09M | Buy |
329,210
+135,970
| +70% | +$2.1M | ﹤0.01% | 2336 |
|
|
2023
Q1 | $3.98M | Sell |
193,240
-103,462
| -35% | -$2.13M | ﹤0.01% | 2471 |
|
|
2022
Q4 | $6.28M | Sell |
296,702
-1,831
| -0.6% | -$38.8K | ﹤0.01% | 2122 |
|
|
2022
Q3 | $5.29M | Buy |
298,533
+19,852
| +7% | +$352K | ﹤0.01% | 2182 |
|
|
2022
Q2 | $4.04M | Sell |
278,681
-10,260
| -4% | -$149K | ﹤0.01% | 2429 |
|
|
2022
Q1 | $6.75M | Buy |
288,941
+12,893
| +5% | +$301K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $5.73M | Buy |
276,048
+14,267
| +5% | +$296K | ﹤0.01% | 2373 |
|
|
2021
Q3 | $5.63M | Buy |
261,781
+23,000
| +10% | +$494K | ﹤0.01% | 2314 |
|
|
2021
Q2 | $4.81M | Buy |
+238,781
| New | +$4.81M | ﹤0.01% | 2478 |
|
|
2019
Q2 | – | Sell |
-11,764
| Closed | -$230K | – | 3711 |
|
|
2019
Q1 | $230K | Hold |
11,764
| – | – | ﹤0.01% | 3500 |
|
|
2018
Q4 | $222K | Hold |
11,764
| – | – | ﹤0.01% | 3408 |
|
|
2018
Q3 | $254K | Sell |
11,764
-339
| -3% | -$7.32K | ﹤0.01% | 3482 |
|
|
2018
Q2 | $256K | Sell |
12,103
-1,000
| -8% | -$21.2K | ﹤0.01% | 3406 |
|
|
2018
Q1 | $256K | Hold |
13,103
| – | – | ﹤0.01% | 3399 |
|
|
2017
Q4 | $264K | Hold |
13,103
| – | – | ﹤0.01% | 3388 |
|
|
2017
Q3 | $292K | Hold |
13,103
| – | – | ﹤0.01% | 3391 |
|
|
2017
Q2 | $290K | Buy |
+13,103
| New | +$290K | ﹤0.01% | 3423 |
|