Dimensional Fund Advisors’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 | $15M | Buy |
768,796
+49,413
| +7% | +$964K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $13.3M | Buy |
719,383
+29,759
| +4% | +$550K | ﹤0.01% | 2131 |
|
|
2024
Q4 | $13.4M | Buy |
689,624
+35,509
| +5% | +$688K | ﹤0.01% | 2181 |
|
|
2024
Q3 | $12.6M | Buy |
654,115
+12,768
| +2% | +$246K | ﹤0.01% | 2204 |
|
|
2024
Q2 | $11.9M | Buy |
+641,347
| New | +$11.9M | ﹤0.01% | 2188 |
|
|
2024
Q1 | – | Sell |
-540,370
| Closed | -$12.1M | – | 3401 |
|
|
2023
Q4 | $12.1M | Sell |
540,370
-4,952
| -0.9% | -$111K | ﹤0.01% | 2237 |
|
|
2023
Q3 | $7.69M | Sell |
545,322
-23,649
| -4% | -$334K | ﹤0.01% | 2377 |
|
|
2023
Q2 | $8.79M | Sell |
568,971
-24,623
| -4% | -$380K | ﹤0.01% | 2318 |
|
|
2023
Q1 | $12.2M | Sell |
593,594
-3,903
| -0.7% | -$80.3K | ﹤0.01% | 2140 |
|
|
2022
Q4 | $12.7K | Buy |
597,497
+2,855
| +0.5% | +$60 | ﹤0.01% | 2090 |
|
|
2022
Q3 | $10.5M | Buy |
594,642
+13,136
| +2% | +$233K | ﹤0.01% | 2134 |
|
|
2022
Q2 | $8.43M | Buy |
581,506
+39,946
| +7% | +$579K | ﹤0.01% | 2265 |
|
|
2022
Q1 | $12.6M | Buy |
541,560
+13,373
| +3% | +$312K | ﹤0.01% | 2190 |
|
|
2021
Q4 | $11M | Sell |
528,187
-4,797
| -0.9% | -$99.6K | ﹤0.01% | 2275 |
|
|
2021
Q3 | $11.5M | Buy |
532,984
+23,551
| +5% | +$506K | ﹤0.01% | 2272 |
|
|
2021
Q2 | $10.3M | Buy |
509,433
+22,304
| +5% | +$449K | ﹤0.01% | 2350 |
|
|
2021
Q1 | $8.96M | Sell |
487,129
-999
| -0.2% | -$18.4K | ﹤0.01% | 2372 |
|
|
2020
Q4 | $7.27M | Buy |
488,128
+1,490
| +0.3% | +$22.2K | ﹤0.01% | 2390 |
|
|
2020
Q3 | $6.01M | Buy |
486,638
+4,424
| +0.9% | +$54.6K | ﹤0.01% | 2393 |
|
|
2020
Q2 | $7.42M | Buy |
482,214
+27,644
| +6% | +$425K | ﹤0.01% | 2320 |
|
|
2020
Q1 | $5.93M | Buy |
454,570
+25,422
| +6% | +$332K | ﹤0.01% | 2340 |
|
|
2019
Q4 | $9.3M | Buy |
429,148
+22,720
| +6% | +$492K | ﹤0.01% | 2378 |
|
|
2019
Q3 | $8.27M | Buy |
406,428
+18,884
| +5% | +$384K | ﹤0.01% | 2427 |
|
|
2019
Q2 | $8.32M | Buy |
387,544
+23,356
| +6% | +$501K | ﹤0.01% | 2462 |
|
|
2019
Q1 | $7.12M | Buy |
364,188
+31,205
| +9% | +$610K | ﹤0.01% | 2526 |
|
|
2018
Q4 | $6.28M | Buy |
332,983
+29,659
| +10% | +$560K | ﹤0.01% | 2533 |
|
|
2018
Q3 | $6.56M | Buy |
303,324
+29,134
| +11% | +$630K | ﹤0.01% | 2599 |
|
|
2018
Q2 | $5.8M | Buy |
274,190
+26,541
| +11% | +$562K | ﹤0.01% | 2618 |
|
|
2018
Q1 | $4.84M | Buy |
247,649
+42,268
| +21% | +$827K | ﹤0.01% | 2637 |
|
|
2017
Q4 | $4.15M | Buy |
205,381
+28,798
| +16% | +$581K | ﹤0.01% | 2684 |
|
|
2017
Q3 | $3.94M | Buy |
176,583
+36,138
| +26% | +$806K | ﹤0.01% | 2678 |
|
|
2017
Q2 | $3.11M | Buy |
140,445
+24,019
| +21% | +$532K | ﹤0.01% | 2741 |
|
|
2017
Q1 | $2.39M | Buy |
116,426
+37,328
| +47% | +$765K | ﹤0.01% | 2804 |
|
|
2016
Q4 | $1.58M | Buy |
79,098
+39,419
| +99% | +$787K | ﹤0.01% | 2873 |
|
|
2016
Q3 | $629K | Buy |
39,679
+25,079
| +172% | +$398K | ﹤0.01% | 3023 |
|
|
2016
Q2 | $204K | Buy |
+14,600
| New | +$204K | ﹤0.01% | 3178 |
|