Dougherty Wealth Advisers’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
25,000
| – | – | 0.26% | 28 |
|
|
2025
Q1 | $347K | Hold |
25,000
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $338K | Hold |
25,000
| – | – | 0.26% | 28 |
|
|
2024
Q3 | $354K | Hold |
25,000
| – | – | 0.28% | 26 |
|
|
2024
Q2 | $290K | Hold |
25,000
| – | – | 0.25% | 26 |
|
|
2024
Q1 | $291K | Hold |
25,000
| – | – | 0.26% | 25 |
|
|
2023
Q4 | $338K | Hold |
25,000
| – | – | 0.31% | 26 |
|
|
2023
Q3 | $237K | Hold |
25,000
| – | – | 0.27% | 28 |
|
|
2023
Q2 | $246K | Hold |
25,000
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $271K | Hold |
25,000
| – | – | 0.41% | 25 |
|
|
2022
Q4 | $444K | Hold |
25,000
| – | – | 0.73% | 19 |
|
|
2022
Q3 | $412K | Hold |
25,000
| – | – | 0.82% | 14 |
|
|
2022
Q2 | $404K | Hold |
25,000
| – | – | 0.75% | 16 |
|
|
2022
Q1 | $417K | Hold |
25,000
| – | – | 0.63% | 18 |
|
|
2021
Q4 | $442K | Hold |
25,000
| – | – | 0.62% | 21 |
|
|
2021
Q3 | $438K | Hold |
25,000
| – | – | 0.65% | 20 |
|
|
2021
Q2 | $404K | Buy |
+25,000
| New | +$404K | 0.6% | 22 |
|
|
2019
Q3 | – | Sell |
-95,000
| Closed | -$1.1M | – | 183 |
|
|
2019
Q2 | $1.1M | Buy |
+95,000
| New | +$1.1M | 3.1% | 8 |
|
|
2019
Q1 | – | Sell |
-95,000
| Closed | -$1.07M | – | 207 |
|
|
2018
Q4 | $1.07M | Buy |
+95,000
| New | +$1.07M | 3.51% | 7 |
|