Charles Schwab’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $459K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $406K | Hold |
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|
2018
Q4 | $400K | Hold |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $383K | Buy |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $316K | Buy |
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|
2017
Q3 | $285K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $265K | Hold |
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|
2016
Q4 | $251K | Buy |
|