Morgan Stanley’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
15,568
+11,400
| +274% | +$171K | ﹤0.01% | 5793 |
|
|
2025
Q1 | $73K | Buy |
4,168
+2,440
| +141% | +$42.7K | ﹤0.01% | 6146 |
|
|
2024
Q4 | $27.6K | Buy |
+1,728
| New | +$27.6K | ﹤0.01% | 6470 |
|
|
2024
Q2 | – | Sell |
-8,850
| Closed | -$88.9K | – | 7885 |
|
|
2024
Q1 | $88.9K | Sell |
8,850
-6,590
| -43% | -$66.2K | ﹤0.01% | 6041 |
|
|
2023
Q4 | $221K | Buy |
+15,440
| New | +$221K | ﹤0.01% | 5901 |
|
|
2023
Q3 | – | Sell |
-760
| Closed | -$6.8K | – | 7641 |
|
|
2023
Q2 | $6.8K | Hold |
760
| – | – | ﹤0.01% | 6919 |
|
|
2023
Q1 | $6.7K | Hold |
760
| – | – | ﹤0.01% | 6992 |
|
|
2022
Q4 | $7.04K | Sell |
760
-209
| -22% | -$1.94K | ﹤0.01% | 7055 |
|
|
2022
Q3 | $9K | Sell |
969
-291
| -23% | -$2.7K | ﹤0.01% | 7102 |
|
|
2022
Q2 | $12K | Sell |
1,260
-3,499
| -74% | -$33.3K | ﹤0.01% | 7161 |
|
|
2022
Q1 | $82K | Sell |
4,759
-3,461
| -42% | -$59.6K | ﹤0.01% | 6447 |
|
|
2021
Q4 | $113K | Buy |
+8,220
| New | +$113K | ﹤0.01% | 6362 |
|