TWM
Tradition Wealth Management’s Bridgewater Bancshares BWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
355,766
-1,750
| -0.5% | -$27.8K | 0.45% | 58 |
|
|
2025
Q1 | $4.97M | Buy |
357,516
+2,175
| +0.6% | +$30.2K | 0.44% | 61 |
|
|
2024
Q4 | $4.8M | Sell |
355,341
-9,329
| -3% | -$126K | 0.42% | 59 |
|
|
2024
Q3 | $5.17M | Sell |
364,670
-10,200
| -3% | -$145K | 0.46% | 55 |
|
|
2024
Q2 | $4.35M | Sell |
374,870
-20,504
| -5% | -$238K | 0.42% | 59 |
|
|
2024
Q1 | $4.6M | Sell |
395,374
-10,476
| -3% | -$122K | 0.47% | 54 |
|
|
2023
Q4 | $5.49M | Sell |
405,850
-11,000
| -3% | -$149K | 0.57% | 45 |
|
|
2023
Q3 | $3.95M | Hold |
416,850
| – | – | 0.47% | 52 |
|
|
2023
Q2 | $4.11M | Buy |
416,850
+27,252
| +7% | +$268K | 0.48% | 52 |
|
|
2023
Q1 | $4.22M | Sell |
389,598
-43,666
| -10% | -$473K | 0.53% | 49 |
|
|
2022
Q4 | $7.69M | Buy |
433,264
+25,704
| +6% | +$456K | 1.08% | 24 |
|
|
2022
Q3 | $6.71M | Hold |
407,560
| – | – | 1.01% | 29 |
|
|
2022
Q2 | $6.58M | Hold |
407,560
| – | – | 0.96% | 30 |
|
|
2022
Q1 | $6.8M | Buy |
407,560
+100
| +0% | +$1.67K | 0.87% | 34 |
|
|
2021
Q4 | $7.21M | Buy |
407,460
+56,000
| +16% | +$991K | 0.91% | 34 |
|
|
2021
Q3 | $6.15M | Buy |
351,460
+5,350
| +2% | +$93.7K | 0.88% | 30 |
|
|
2021
Q2 | $5.59M | Sell |
346,110
-500
| -0.1% | -$8.08K | 0.84% | 35 |
|
|
2021
Q1 | $5.6M | Sell |
346,610
-45,000
| -11% | -$727K | 0.97% | 26 |
|
|
2020
Q4 | $4.89M | Buy |
+391,610
| New | +$4.89M | 0.95% | 29 |
|