Morgan Stanley’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Buy |
67,906
+26,784
| +65% | +$523K | ﹤0.01% | 4960 |
|
2025
Q1 | $760K | Sell |
41,122
-1,272
| -3% | -$23.5K | ﹤0.01% | 5132 |
|
2024
Q4 | $821K | Sell |
42,394
-10,005
| -19% | -$194K | ﹤0.01% | 5190 |
|
2024
Q3 | $1.01M | Buy |
52,399
+28,225
| +117% | +$544K | ﹤0.01% | 5034 |
|
2024
Q2 | $447K | Buy |
24,174
+3,136
| +15% | +$58K | ﹤0.01% | 5337 |
|
2024
Q1 | $418K | Sell |
21,038
-32,142
| -60% | -$639K | ﹤0.01% | 5394 |
|
2023
Q4 | $1.19M | Buy |
53,180
+40,148
| +308% | +$897K | ﹤0.01% | 5220 |
|
2023
Q3 | $184K | Sell |
13,032
-1,482
| -10% | -$20.9K | ﹤0.01% | 5620 |
|
2023
Q2 | $224K | Sell |
14,514
-23,940
| -62% | -$370K | ﹤0.01% | 5607 |
|
2023
Q1 | $791K | Buy |
38,454
+21,528
| +127% | +$443K | ﹤0.01% | 4994 |
|
2022
Q4 | $358K | Buy |
16,926
+7,155
| +73% | +$152K | ﹤0.01% | 5403 |
|
2022
Q3 | $173K | Sell |
9,771
-3,779
| -28% | -$66.9K | ﹤0.01% | 5797 |
|
2022
Q2 | $196K | Sell |
13,550
-10,808
| -44% | -$156K | ﹤0.01% | 5912 |
|
2022
Q1 | $569K | Sell |
24,358
-11,855
| -33% | -$277K | ﹤0.01% | 5332 |
|
2021
Q4 | $753K | Buy |
36,213
+2,479
| +7% | +$51.5K | ﹤0.01% | 5279 |
|
2021
Q3 | $726K | Buy |
33,734
+14,286
| +73% | +$307K | ﹤0.01% | 5273 |
|
2021
Q2 | $392K | Sell |
19,448
-32,502
| -63% | -$655K | ﹤0.01% | 5678 |
|
2021
Q1 | $957K | Buy |
51,950
+33,219
| +177% | +$612K | ﹤0.01% | 4756 |
|
2020
Q4 | $278K | Buy |
18,731
+8,398
| +81% | +$125K | ﹤0.01% | 5418 |
|
2020
Q3 | $128K | Buy |
10,333
+2,357
| +30% | +$29.2K | ﹤0.01% | 5311 |
|
2020
Q2 | $123K | Buy |
7,976
+1,729
| +28% | +$26.7K | ﹤0.01% | 5302 |
|
2020
Q1 | $82K | Sell |
6,247
-16,235
| -72% | -$213K | ﹤0.01% | 5265 |
|
2019
Q4 | $487K | Buy |
22,482
+14,920
| +197% | +$323K | ﹤0.01% | 4933 |
|
2019
Q3 | $153K | Buy |
7,562
+5,581
| +282% | +$113K | ﹤0.01% | 5268 |
|
2019
Q2 | $42K | Sell |
1,981
-7,863
| -80% | -$167K | ﹤0.01% | 5677 |
|
2019
Q1 | $193K | Sell |
9,844
-22,206
| -69% | -$435K | ﹤0.01% | 5084 |
|
2018
Q4 | $605K | Buy |
32,050
+580
| +2% | +$10.9K | ﹤0.01% | 4658 |
|
2018
Q3 | $681K | Sell |
31,470
-6,379
| -17% | -$138K | ﹤0.01% | 4805 |
|
2018
Q2 | $801K | Sell |
37,849
-8,267
| -18% | -$175K | ﹤0.01% | 4768 |
|
2018
Q1 | $902K | Buy |
46,116
+3,018
| +7% | +$59K | ﹤0.01% | 4614 |
|
2017
Q4 | $870K | Buy |
43,098
+17,239
| +67% | +$348K | ﹤0.01% | 4636 |
|
2017
Q3 | $577K | Buy |
25,859
+2,060
| +9% | +$46K | ﹤0.01% | 4791 |
|
2017
Q2 | $528K | Sell |
23,799
-2,600
| -10% | -$57.7K | ﹤0.01% | 4763 |
|
2017
Q1 | $541K | Sell |
26,399
-12,853
| -33% | -$263K | ﹤0.01% | 4779 |
|
2016
Q4 | $784K | Buy |
39,252
+28,630
| +270% | +$572K | ﹤0.01% | 4641 |
|
2016
Q3 | $168K | Sell |
10,622
-16,467
| -61% | -$260K | ﹤0.01% | 5089 |
|
2016
Q2 | $379K | Buy |
27,089
+21,410
| +377% | +$300K | ﹤0.01% | 4590 |
|
2016
Q1 | $64K | Buy |
5,679
+2,860
| +101% | +$32.2K | ﹤0.01% | 5511 |
|
2015
Q4 | $34K | Buy |
2,819
+19
| +0.7% | +$229 | ﹤0.01% | 5857 |
|
2015
Q3 | $34K | Sell |
2,800
-19
| -0.7% | -$231 | ﹤0.01% | 5865 |
|
2015
Q2 | $33K | Sell |
2,819
-299
| -10% | -$3.5K | ﹤0.01% | 6002 |
|
2015
Q1 | $33K | Sell |
3,118
-2,534
| -45% | -$26.8K | ﹤0.01% | 5922 |
|
2014
Q4 | $63K | Buy |
5,652
+2,834
| +101% | +$31.6K | ﹤0.01% | 5734 |
|
2014
Q3 | $32K | Buy |
2,818
+18
| +0.6% | +$204 | ﹤0.01% | 5859 |
|
2014
Q2 | $37K | Buy |
2,800
+1,282
| +84% | +$16.9K | ﹤0.01% | 5855 |
|
2014
Q1 | $18K | Buy |
1,518
+18
| +1% | +$213 | ﹤0.01% | 5989 |
|
2013
Q4 | $17K | Buy |
+1,500
| New | +$17K | ﹤0.01% | 5908 |
|