Morgan Stanley’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 | $1.12M | Buy |
31,134
+6,640
| +27% | +$239K | ﹤0.01% | 5037 |
|
|
2025
Q1 | $739K | Sell |
24,494
-8,847
| -27% | -$267K | ﹤0.01% | 5147 |
|
|
2024
Q4 | $1.04M | Sell |
33,341
-3,040
| -8% | -$94.7K | ﹤0.01% | 5070 |
|
|
2024
Q3 | $1.09M | Buy |
36,381
+11,108
| +44% | +$333K | ﹤0.01% | 4996 |
|
|
2024
Q2 | $641K | Sell |
25,273
-882
| -3% | -$22.4K | ﹤0.01% | 5172 |
|
|
2024
Q1 | $678K | Sell |
26,155
-124,231
| -83% | -$3.22M | ﹤0.01% | 5171 |
|
|
2023
Q4 | $4.54M | Buy |
150,386
+83,035
| +123% | +$2.51M | ﹤0.01% | 4433 |
|
|
2023
Q3 | $1.63M | Buy |
67,351
+44,572
| +196% | +$1.08M | ﹤0.01% | 4513 |
|
|
2023
Q2 | $555K | Sell |
22,779
-30,300
| -57% | -$739K | ﹤0.01% | 5153 |
|
|
2023
Q1 | $1.32M | Buy |
53,079
+34,441
| +185% | +$856K | ﹤0.01% | 4703 |
|
|
2022
Q4 | $549K | Sell |
18,638
-83,602
| -82% | -$2.46M | ﹤0.01% | 5194 |
|
|
2022
Q3 | $2.98M | Buy |
102,240
+33,672
| +49% | +$980K | ﹤0.01% | 4131 |
|
|
2022
Q2 | $2.13M | Buy |
68,568
+56,927
| +489% | +$1.77M | ﹤0.01% | 4489 |
|
|
2022
Q1 | $394K | Buy |
11,641
+588
| +5% | +$19.9K | ﹤0.01% | 5543 |
|
|
2021
Q4 | $363K | Sell |
11,053
-7,222
| -40% | -$237K | ﹤0.01% | 5736 |
|
|
2021
Q3 | $532K | Sell |
18,275
-6,385
| -26% | -$186K | ﹤0.01% | 5457 |
|
|
2021
Q2 | $682K | Buy |
24,660
+12,437
| +102% | +$344K | ﹤0.01% | 5324 |
|
|
2021
Q1 | $330K | Sell |
12,223
-918
| -7% | -$24.8K | ﹤0.01% | 5379 |
|
|
2020
Q4 | $257K | Buy |
13,141
+4,303
| +49% | +$84.2K | ﹤0.01% | 5461 |
|
|
2020
Q3 | $125K | Sell |
8,838
-1,524
| -15% | -$21.6K | ﹤0.01% | 5328 |
|
|
2020
Q2 | $165K | Buy |
10,362
+1,548
| +18% | +$24.7K | ﹤0.01% | 5166 |
|
|
2020
Q1 | $135K | Sell |
8,814
-9,409
| -52% | -$144K | ﹤0.01% | 5057 |
|
|
2019
Q4 | $525K | Buy |
18,223
+6,630
| +57% | +$191K | ﹤0.01% | 4898 |
|
|
2019
Q3 | $319K | Buy |
11,593
+2,453
| +27% | +$67.5K | ﹤0.01% | 4895 |
|
|
2019
Q2 | $262K | Sell |
9,140
-7,267
| -44% | -$208K | ﹤0.01% | 4909 |
|
|
2019
Q1 | $478K | Sell |
16,407
-12,404
| -43% | -$361K | ﹤0.01% | 4566 |
|
|
2018
Q4 | $827K | Buy |
28,811
+6,370
| +28% | +$183K | ﹤0.01% | 4421 |
|
|
2018
Q3 | $704K | Sell |
22,441
-930
| -4% | -$29.2K | ﹤0.01% | 4784 |
|
|
2018
Q2 | $751K | Buy |
23,371
+1,652
| +8% | +$53.1K | ﹤0.01% | 4814 |
|
|
2018
Q1 | $701K | Buy |
21,719
+6,061
| +39% | +$196K | ﹤0.01% | 4791 |
|
|
2017
Q4 | $537K | Buy |
15,658
+7,686
| +96% | +$264K | ﹤0.01% | 4941 |
|
|
2017
Q3 | $294K | Buy |
7,972
+2,456
| +45% | +$90.6K | ﹤0.01% | 5169 |
|
|
2017
Q2 | $172K | Sell |
5,516
-2,175
| -28% | -$67.8K | ﹤0.01% | 5411 |
|
|
2017
Q1 | $265K | Sell |
7,691
-9,187
| -54% | -$317K | ﹤0.01% | 5179 |
|
|
2016
Q4 | $548K | Buy |
16,878
+15,603
| +1,224% | +$507K | ﹤0.01% | 4885 |
|
|
2016
Q3 | $30K | Buy |
1,275
+1,046
| +457% | +$24.6K | ﹤0.01% | 5785 |
|
|
2016
Q2 | $5K | Sell |
229
-3,601
| -94% | -$78.6K | ﹤0.01% | 6212 |
|
|
2016
Q1 | $75K | Buy |
3,830
+3,288
| +607% | +$64.4K | ﹤0.01% | 5441 |
|
|
2015
Q4 | $11K | Buy |
542
+313
| +137% | +$6.35K | ﹤0.01% | 6208 |
|
|
2015
Q3 | $4K | Sell |
229
-13
| -5% | -$227 | ﹤0.01% | 6409 |
|
|
2015
Q2 | $4K | Sell |
242
-2,192
| -90% | -$36.2K | ﹤0.01% | 6441 |
|
|
2015
Q1 | $47K | Hold |
2,434
| – | – | ﹤0.01% | 5820 |
|
|
2014
Q4 | $51K | Buy |
2,434
+2,423
| +22,027% | +$50.8K | ﹤0.01% | 5811 |
|
|
2014
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 6572 |
|
|
2014
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 6519 |
|