Charles Schwab’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 | $979K | Buy |
50,159
+1,712
| +4% | +$33.4K | ﹤0.01% | 2903 |
|
|
2025
Q1 | $895K | Buy |
48,447
+28
| +0.1% | +$517 | ﹤0.01% | 2881 |
|
|
2024
Q4 | $938K | Buy |
48,419
+1,623
| +3% | +$31.4K | ﹤0.01% | 2938 |
|
|
2024
Q3 | $901K | Sell |
46,796
-669
| -1% | -$12.9K | ﹤0.01% | 2947 |
|
|
2024
Q2 | $878K | Buy |
47,465
+20,622
| +77% | +$382K | ﹤0.01% | 2986 |
|
|
2024
Q1 | $534K | Hold |
26,843
| – | – | ﹤0.01% | 2999 |
|
|
2023
Q4 | $600K | Hold |
26,843
| – | – | ﹤0.01% | 3003 |
|
|
2023
Q3 | $379K | Hold |
26,843
| – | – | ﹤0.01% | 3148 |
|
|
2023
Q2 | $415K | Buy |
+26,843
| New | +$415K | ﹤0.01% | 3140 |
|
|
2021
Q2 | – | Sell |
-26,361
| Closed | -$486K | – | 3440 |
|
|
2021
Q1 | $486K | Hold |
26,361
| – | – | ﹤0.01% | 3085 |
|
|
2020
Q4 | $393K | Hold |
26,361
| – | – | ﹤0.01% | 3068 |
|
|
2020
Q3 | $326K | Hold |
26,361
| – | – | ﹤0.01% | 3004 |
|
|
2020
Q2 | $406K | Sell |
26,361
-1,322
| -5% | -$20.4K | ﹤0.01% | 2912 |
|
|
2020
Q1 | $361K | Hold |
27,683
| – | – | ﹤0.01% | 2818 |
|
|
2019
Q4 | $600K | Hold |
27,683
| – | – | ﹤0.01% | 2753 |
|
|
2019
Q3 | $564K | Hold |
27,683
| – | – | ﹤0.01% | 2755 |
|
|
2019
Q2 | $595K | Buy |
27,683
+1,428
| +5% | +$30.7K | ﹤0.01% | 2737 |
|
|
2019
Q1 | $514K | Buy |
26,255
+788
| +3% | +$15.4K | ﹤0.01% | 2759 |
|
|
2018
Q4 | $481K | Hold |
25,467
| – | – | ﹤0.01% | 2783 |
|
|
2018
Q3 | $551K | Hold |
25,467
| – | – | ﹤0.01% | 2801 |
|
|
2018
Q2 | $539K | Sell |
25,467
-7,869
| -24% | -$167K | ﹤0.01% | 2782 |
|
|
2018
Q1 | $653K | Hold |
33,336
| – | – | ﹤0.01% | 2657 |
|
|
2017
Q4 | $673K | Buy |
33,336
+5,100
| +18% | +$103K | ﹤0.01% | 2641 |
|
|
2017
Q3 | $630K | Hold |
28,236
| – | – | ﹤0.01% | 2653 |
|
|
2017
Q2 | $626K | Hold |
28,236
| – | – | ﹤0.01% | 2620 |
|
|
2017
Q1 | $579K | Hold |
28,236
| – | – | ﹤0.01% | 2598 |
|
|
2016
Q4 | $564K | Hold |
28,236
| – | – | ﹤0.01% | 2608 |
|
|
2016
Q3 | $448K | Buy |
28,236
+14,736
| +109% | +$234K | ﹤0.01% | 2646 |
|
|
2016
Q2 | $189K | Buy |
+13,500
| New | +$189K | ﹤0.01% | 2960 |
|