Charles Schwab’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $901K | Sell |
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|
2024
Q2 | $878K | Buy |
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|
2024
Q1 | $534K | Hold |
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|
2023
Q4 | $600K | Hold |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $415K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $486K | Hold |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $406K | Sell |
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|
2020
Q1 | $361K | Hold |
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|
2019
Q4 | $600K | Hold |
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|
2019
Q3 | $564K | Hold |
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|
2019
Q2 | $595K | Buy |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $481K | Hold |
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|
2018
Q3 | $551K | Hold |
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|
2018
Q2 | $539K | Sell |
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|
2018
Q1 | $653K | Hold |
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|
2017
Q4 | $673K | Buy |
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|
2017
Q3 | $630K | Hold |
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|
2017
Q2 | $626K | Hold |
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|
2017
Q1 | $579K | Hold |
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|
2016
Q4 | $564K | Hold |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | $189K | Buy |
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