Wasatch Advisors’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 | $10.6M | Hold |
704,109
| – | – | 0.06% | 155 |
|
|
2025
Q1 | $12.3M | Buy |
704,109
+74,710
| +12% | +$1.31M | 0.07% | 150 |
|
|
2024
Q4 | $10.1M | Buy |
629,399
+231,405
| +58% | +$3.7M | 0.05% | 162 |
|
|
2024
Q3 | $6.21M | Buy |
+397,994
| New | +$6.21M | 0.03% | 189 |
|
|
2022
Q3 | – | Sell |
-426,479
| Closed | -$3.98M | – | 259 |
|
|
2022
Q2 | $3.98M | Hold |
426,479
| – | – | 0.03% | 213 |
|
|
2022
Q1 | $7.31M | Sell |
426,479
-100,302
| -19% | -$1.72M | 0.04% | 205 |
|
|
2021
Q4 | $7.26M | Buy |
+526,781
| New | +$7.26M | 0.03% | 217 |
|