JPMorgan Chase & Co’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Sell |
5,658
-7,789
| -58% | -$281K | ﹤0.01% | 4447 |
|
2025
Q1 | $406K | Sell |
13,447
-10,143
| -43% | -$306K | ﹤0.01% | 4128 |
|
2024
Q4 | $735K | Buy |
23,590
+11,952
| +103% | +$372K | ﹤0.01% | 3966 |
|
2024
Q3 | $349K | Buy |
11,638
+7,238
| +165% | +$217K | ﹤0.01% | 4210 |
|
2024
Q2 | $112K | Sell |
4,400
-6,870
| -61% | -$174K | ﹤0.01% | 4543 |
|
2024
Q1 | $292K | Buy |
11,270
+4,612
| +69% | +$120K | ﹤0.01% | 4245 |
|
2023
Q4 | $201K | Buy |
6,658
+2,836
| +74% | +$85.6K | ﹤0.01% | 4443 |
|
2023
Q3 | $92.8K | Sell |
3,822
-1,217
| -24% | -$29.5K | ﹤0.01% | 4649 |
|
2023
Q2 | $123K | Buy |
5,039
+717
| +17% | +$17.5K | ﹤0.01% | 4544 |
|
2023
Q1 | $107K | Buy |
4,322
+204
| +5% | +$5.05K | ﹤0.01% | 4619 |
|
2022
Q4 | $121K | Buy |
4,118
+1,033
| +33% | +$30.4K | ﹤0.01% | 4421 |
|
2022
Q3 | $90K | Sell |
3,085
-1,324
| -30% | -$38.6K | ﹤0.01% | 4498 |
|
2022
Q2 | $137K | Sell |
4,409
-1,974
| -31% | -$61.3K | ﹤0.01% | 4492 |
|
2022
Q1 | $216K | Buy |
6,383
+460
| +8% | +$15.6K | ﹤0.01% | 4403 |
|
2021
Q4 | $194K | Sell |
5,923
-637
| -10% | -$20.9K | ﹤0.01% | 4558 |
|
2021
Q3 | $193K | Sell |
6,560
-2,212
| -25% | -$65.1K | ﹤0.01% | 4426 |
|
2021
Q2 | $242K | Sell |
8,772
-12,384
| -59% | -$342K | ﹤0.01% | 4399 |
|
2021
Q1 | $570K | Sell |
21,156
-280
| -1% | -$7.54K | ﹤0.01% | 3975 |
|
2020
Q4 | $419K | Sell |
21,436
-17,890
| -45% | -$350K | ﹤0.01% | 3845 |
|
2020
Q3 | $567K | Sell |
39,326
-5,361
| -12% | -$77.3K | ﹤0.01% | 3331 |
|
2020
Q2 | $710K | Buy |
44,687
+29,916
| +203% | +$475K | ﹤0.01% | 3166 |
|
2020
Q1 | $225K | Sell |
14,771
-5,118
| -26% | -$78K | ﹤0.01% | 3668 |
|
2019
Q4 | $573K | Buy |
19,889
+5,860
| +42% | +$169K | ﹤0.01% | 3351 |
|
2019
Q3 | $386K | Buy |
14,029
+410
| +3% | +$11.3K | ﹤0.01% | 3447 |
|
2019
Q2 | $392K | Sell |
13,619
-603
| -4% | -$17.4K | ﹤0.01% | 3466 |
|
2019
Q1 | $415K | Buy |
14,222
+2,568
| +22% | +$74.9K | ﹤0.01% | 3451 |
|
2018
Q4 | $334K | Buy |
11,654
+8,270
| +244% | +$237K | ﹤0.01% | 3570 |
|
2018
Q3 | $106K | Sell |
3,384
-1,620
| -32% | -$50.7K | ﹤0.01% | 4091 |
|
2018
Q2 | $161K | Buy |
5,004
+3,796
| +314% | +$122K | ﹤0.01% | 3913 |
|
2018
Q1 | $39K | Sell |
1,208
-212
| -15% | -$6.84K | ﹤0.01% | 4227 |
|
2017
Q4 | $49K | Buy |
+1,420
| New | +$49K | ﹤0.01% | 4140 |
|
2017
Q2 | – | Sell |
-3,290
| Closed | -$113K | – | 4335 |
|
2017
Q1 | $113K | Sell |
3,290
-5,273
| -62% | -$181K | ﹤0.01% | 3683 |
|
2016
Q4 | $278K | Buy |
+8,563
| New | +$278K | ﹤0.01% | 3527 |
|
2016
Q1 | – | Sell |
-17,347
| Closed | -$344K | – | 4143 |
|
2015
Q4 | $344K | Buy |
+17,347
| New | +$344K | ﹤0.01% | 3019 |
|