Emerald Mutual Fund Advisers Trust’s FinWise Bancorp FINW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.66M Hold
2025
Q2
$1.28M Hold
2025
Q1
$1.5M Hold
2024
Q4
$1.37M Hold
2024
Q3
$1.33M Hold
2024
Q2
$872K Sell
2024
Q1
$969K Sell
2023
Q4
$3.46M Sell
2023
Q3
$2.97M Sell
2023
Q2
$3.13M Sell
2023
Q1
$3.11M Sell
2022
Q4
$4.16M Sell
2022
Q3
$4.48M Hold
2022
Q2
$4.63M Sell
2022
Q1
$9.26M Sell
2021
Q4
$7.81M Buy