Caldwell Sutter Capital’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 | $1.45M | Hold |
74,077
| – | – | 0.66% | 39 |
|
|
2025
Q1 | $1.37M | Sell |
74,077
-628
| -0.8% | -$11.6K | 0.65% | 39 |
|
|
2024
Q4 | $1.45M | Hold |
74,705
| – | – | 0.67% | 39 |
|
|
2024
Q3 | $1.44M | Hold |
74,705
| – | – | 0.67% | 41 |
|
|
2024
Q2 | $1.38M | Buy |
74,705
+54,662
| +273% | +$1.01M | 0.68% | 38 |
|
|
2024
Q1 | $399K | Hold |
20,043
| – | – | 0.19% | 128 |
|
|
2023
Q4 | $448K | Hold |
20,043
| – | – | 0.23% | 110 |
|
|
2023
Q3 | $283K | Hold |
20,043
| – | – | 0.16% | 141 |
|
|
2023
Q2 | $310K | Hold |
20,043
| – | – | 0.16% | 135 |
|
|
2023
Q1 | $412K | Hold |
20,043
| – | – | 0.3% | 79 |
|
|
2022
Q4 | $425K | Buy |
+20,043
| New | +$425K | 0.37% | 66 |
|