GAG
GM Advisory Group’s Bankwell Financial Group BWFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
105,066
+589
| +0.6% | +$21.2K | 0.19% | 63 |
|
|
2025
Q1 | $3.15M | Buy |
104,477
+14,119
| +16% | +$426K | 0.17% | 64 |
|
|
2024
Q4 | $2.81M | Buy |
90,358
+551
| +0.6% | +$17.2K | 0.16% | 66 |
|
|
2024
Q3 | $2.69M | Buy |
89,807
+653
| +0.7% | +$19.6K | 0.16% | 68 |
|
|
2024
Q2 | $2.26M | Buy |
89,154
+6,341
| +8% | +$161K | 0.15% | 72 |
|
|
2024
Q1 | $2.15M | Buy |
82,813
+640
| +0.8% | +$16.6K | 0.15% | 70 |
|
|
2023
Q4 | $2.48M | Buy |
+82,173
| New | +$2.48M | 0.19% | 56 |
|