UBS Group’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 | $365K | Sell |
24,337
-4,516
| -16% | -$67.8K | ﹤0.01% | 5071 |
|
|
2025
Q1 | $505K | Buy |
28,853
+5,411
| +23% | +$94.7K | ﹤0.01% | 4670 |
|
|
2024
Q4 | $375K | Buy |
23,442
+23,441
| +2,344,100% | +$375K | ﹤0.01% | 4884 |
|
|
2024
Q3 | $16 | Hold |
1
| – | – | ﹤0.01% | 8107 |
|
|
2024
Q2 | $10 | Sell |
1
-2,510
| -100% | -$25.1K | ﹤0.01% | 8191 |
|
|
2024
Q1 | $25.2K | Buy |
+2,511
| New | +$25.2K | ﹤0.01% | 5644 |
|
|
2023
Q4 | – | Sell |
-477
| Closed | -$4.12K | – | 8222 |
|
|
2023
Q3 | $4.12K | Buy |
477
+55
| +13% | +$475 | ﹤0.01% | 6329 |
|
|
2023
Q2 | $3.78K | Sell |
422
-1,887
| -82% | -$16.9K | ﹤0.01% | 6519 |
|
|
2023
Q1 | $20.3K | Buy |
2,309
+1,252
| +118% | +$11K | ﹤0.01% | 5974 |
|
|
2022
Q4 | $9.79K | Sell |
1,057
-1,258
| -54% | -$11.6K | ﹤0.01% | 7415 |
|
|
2022
Q3 | $21K | Buy |
2,315
+402
| +21% | +$3.65K | ﹤0.01% | 6231 |
|
|
2022
Q2 | $18K | Sell |
1,913
-5,204
| -73% | -$49K | ﹤0.01% | 5969 |
|
|
2022
Q1 | $122K | Buy |
+7,117
| New | +$122K | ﹤0.01% | 4753 |
|