Pinnacle Holdings’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 | $427K | Hold |
21,906
| – | – | 0.15% | 144 |
|
|
2025
Q1 | $405K | Hold |
21,906
| – | – | 0.15% | 150 |
|
|
2024
Q4 | $424K | Hold |
21,906
| – | – | 0.16% | 144 |
|
|
2024
Q3 | $422K | Hold |
21,906
| – | – | 0.16% | 140 |
|
|
2024
Q2 | $405K | Hold |
21,906
| – | – | 0.16% | 139 |
|
|
2024
Q1 | $436K | Sell |
21,906
-250
| -1% | -$4.97K | 0.18% | 135 |
|
|
2023
Q4 | $495K | Hold |
22,156
| – | – | 0.2% | 126 |
|
|
2023
Q3 | $313K | Hold |
22,156
| – | – | 0.15% | 135 |
|
|
2023
Q2 | $342K | Hold |
22,156
| – | – | 0.15% | 133 |
|
|
2023
Q1 | $456K | Buy |
22,156
+2,485
| +13% | +$51.1K | 0.21% | 116 |
|
|
2022
Q4 | $417K | Hold |
19,671
| – | – | 0.19% | 129 |
|
|
2022
Q3 | $348K | Hold |
19,671
| – | – | 0.16% | 136 |
|
|
2022
Q2 | $285K | Hold |
19,671
| – | – | 0.13% | 141 |
|
|
2022
Q1 | $459K | Hold |
19,671
| – | – | 0.18% | 132 |
|
|
2021
Q4 | $409K | Hold |
19,671
| – | – | 0.17% | 136 |
|
|
2021
Q3 | $423K | Hold |
19,671
| – | – | 0.19% | 132 |
|
|
2021
Q2 | $396K | Hold |
19,671
| – | – | 0.18% | 126 |
|
|
2021
Q1 | $362K | Hold |
19,671
| – | – | 0.17% | 134 |
|
|
2020
Q4 | $293K | Hold |
19,671
| – | – | 0.15% | 136 |
|
|
2020
Q3 | $243K | Sell |
19,671
-4,856
| -20% | -$60K | 0.14% | 137 |
|
|
2020
Q2 | $377K | Hold |
24,527
| – | – | 0.18% | 118 |
|
|
2020
Q1 | $320K | Sell |
24,527
-225
| -0.9% | -$2.93K | 0.18% | 116 |
|
|
2019
Q4 | $536K | Hold |
24,752
| – | – | 0.2% | 125 |
|
|
2019
Q3 | $504K | Sell |
24,752
-440
| -2% | -$8.95K | 0.19% | 128 |
|
|
2019
Q2 | $541K | Buy |
25,192
+250
| +1% | +$5.37K | 0.2% | 127 |
|
|
2019
Q1 | $488K | Hold |
24,942
| – | – | 0.18% | 128 |
|
|
2018
Q4 | $471K | Hold |
24,942
| – | – | 0.19% | 132 |
|
|
2018
Q3 | $539K | Hold |
24,942
| – | – | 0.19% | 136 |
|
|
2018
Q2 | $528K | Hold |
24,942
| – | – | 0.18% | 141 |
|
|
2018
Q1 | $488K | Hold |
24,942
| – | – | 0.18% | 138 |
|
|
2017
Q4 | $503K | Hold |
24,942
| – | – | 0.18% | 140 |
|
|
2017
Q3 | $556K | Hold |
24,942
| – | – | 0.21% | 139 |
|
|
2017
Q2 | $553K | Hold |
24,942
| – | – | 0.21% | 134 |
|
|
2017
Q1 | $511K | Hold |
24,942
| – | – | 0.2% | 135 |
|
|
2016
Q4 | $498K | Sell |
24,942
-10
| -0% | -$200 | 0.19% | 138 |
|
|
2016
Q3 | $396K | Hold |
24,952
| – | – | 0.16% | 143 |
|
|
2016
Q2 | $349K | Hold |
24,952
| – | – | 0.15% | 139 |
|
|
2016
Q1 | $278K | Buy |
24,952
+16,237
| +186% | +$181K | 0.13% | 145 |
|
|
2015
Q4 | $105K | Sell |
8,715
-115
| -1% | -$1.38K | 0.05% | 163 |
|
|
2015
Q3 | $107K | Buy |
8,830
+7,715
| +692% | +$93.4K | 0.05% | 166 |
|
|
2015
Q2 | $13.2K | Buy |
1,115
+115
| +12% | +$1.36K | ﹤0.01% | 204 |
|
|
2015
Q1 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 203 |
|