UBS Group’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 | $590K | Sell |
16,370
-1,640
| -9% | -$59.1K | ﹤0.01% | 4719 |
|
|
2025
Q1 | $544K | Buy |
18,010
+98
| +0.5% | +$2.96K | ﹤0.01% | 4628 |
|
|
2024
Q4 | $558K | Buy |
17,912
+11,239
| +168% | +$350K | ﹤0.01% | 4619 |
|
|
2024
Q3 | $200K | Buy |
6,673
+1,740
| +35% | +$52.1K | ﹤0.01% | 4700 |
|
|
2024
Q2 | $125K | Sell |
4,933
-3,838
| -44% | -$97.4K | ﹤0.01% | 4885 |
|
|
2024
Q1 | $228K | Sell |
8,771
-813
| -8% | -$21.1K | ﹤0.01% | 4628 |
|
|
2023
Q4 | $289K | Buy |
9,584
+3,448
| +56% | +$104K | ﹤0.01% | 4362 |
|
|
2023
Q3 | $149K | Sell |
6,136
-112
| -2% | -$2.72K | ﹤0.01% | 4468 |
|
|
2023
Q2 | $152K | Sell |
6,248
-640
| -9% | -$15.6K | ﹤0.01% | 4632 |
|
|
2023
Q1 | $171K | Buy |
6,888
+971
| +16% | +$24.1K | ﹤0.01% | 4463 |
|
|
2022
Q4 | $174K | Buy |
5,917
+3,042
| +106% | +$89.5K | ﹤0.01% | 4485 |
|
|
2022
Q3 | $84K | Sell |
2,875
-1,201
| -29% | -$35.1K | ﹤0.01% | 4799 |
|
|
2022
Q2 | $126K | Buy |
4,076
+201
| +5% | +$6.21K | ﹤0.01% | 4262 |
|
|
2022
Q1 | $131K | Buy |
3,875
+1,000
| +35% | +$33.8K | ﹤0.01% | 4697 |
|
|
2021
Q4 | $94K | Buy |
2,875
+447
| +18% | +$14.6K | ﹤0.01% | 5287 |
|
|
2021
Q3 | $70K | Buy |
2,428
+459
| +23% | +$13.2K | ﹤0.01% | 4995 |
|
|
2021
Q2 | $54K | Sell |
1,969
-920
| -32% | -$25.2K | ﹤0.01% | 5293 |
|
|
2021
Q1 | $78K | Buy |
2,889
+76
| +3% | +$2.05K | ﹤0.01% | 5157 |
|
|
2020
Q4 | $55K | Buy |
2,813
+763
| +37% | +$14.9K | ﹤0.01% | 5102 |
|
|
2020
Q3 | $29K | Sell |
2,050
-1,891
| -48% | -$26.8K | ﹤0.01% | 5157 |
|
|
2020
Q2 | $62K | Sell |
3,941
-3,205
| -45% | -$50.4K | ﹤0.01% | 4855 |
|
|
2020
Q1 | $109K | Sell |
7,146
-3,802
| -35% | -$58K | ﹤0.01% | 4362 |
|
|
2019
Q4 | $316K | Buy |
10,948
+3,337
| +44% | +$96.3K | ﹤0.01% | 4263 |
|
|
2019
Q3 | $209K | Buy |
7,611
+6,249
| +459% | +$172K | ﹤0.01% | 4328 |
|
|
2019
Q2 | $39K | Buy |
+1,362
| New | +$39K | ﹤0.01% | 5251 |
|
|
2019
Q1 | – | Sell |
-2,821
| Closed | -$81K | – | 6871 |
|
|
2018
Q4 | $81K | Sell |
2,821
-311
| -10% | -$8.93K | ﹤0.01% | 4831 |
|
|
2018
Q3 | $98K | Buy |
3,132
+2,049
| +189% | +$64.1K | ﹤0.01% | 4748 |
|
|
2018
Q2 | $35K | Buy |
+1,083
| New | +$35K | ﹤0.01% | 5365 |
|
|
2018
Q1 | – | Sell |
-808
| Closed | -$28K | – | 6888 |
|
|
2017
Q4 | $28K | Buy |
808
+28
| +4% | +$970 | ﹤0.01% | 5329 |
|
|
2017
Q3 | $29K | Sell |
780
-807
| -51% | -$30K | ﹤0.01% | 5280 |
|
|
2017
Q2 | $50K | Buy |
1,587
+804
| +103% | +$25.3K | ﹤0.01% | 4721 |
|
|
2017
Q1 | $27K | Sell |
783
-925
| -54% | -$31.9K | ﹤0.01% | 5022 |
|
|
2016
Q4 | $56K | Buy |
1,708
+848
| +99% | +$27.8K | ﹤0.01% | 4819 |
|
|
2016
Q3 | $20K | Sell |
860
-411
| -32% | -$9.56K | ﹤0.01% | 5387 |
|
|
2016
Q2 | $28K | Sell |
1,271
-15,152
| -92% | -$334K | ﹤0.01% | 5125 |
|
|
2016
Q1 | $321K | Buy |
+16,423
| New | +$321K | ﹤0.01% | 3444 |
|
|
2015
Q4 | – | Sell |
-1,013
| Closed | -$19K | – | 6861 |
|
|
2015
Q3 | $19K | Buy |
+1,013
| New | +$19K | ﹤0.01% | 5477 |
|
|
2015
Q1 | – | Sell |
-361
| Closed | -$8K | – | 6666 |
|
|
2014
Q4 | $8K | Buy |
+361
| New | +$8K | ﹤0.01% | 6111 |
|