Wellington Management Group’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.06M | Buy |
302,795
+138,174
| +84% | +$3.23M | ﹤0.01% | 1336 |
|
|
2025
Q4 | $3.7M | Buy |
164,621
+5,980
| +4% | +$131K | ﹤0.01% | 1471 |
|
|
2025
Q3 | $3.31M | Buy |
158,641
+3,005
| +2% | +$61.9K | ﹤0.01% | 1525 |
|
|
2025
Q2 | $3.04M | Buy |
155,636
+3,449
| +2% | +$61.2K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $2.81M | Buy |
152,187
+62,854
| +70% | +$1.18M | ﹤0.01% | 1483 |
|
|
2024
Q4 | $1.73M | Hold |
89,333
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q3 | $1.72M | Hold |
89,333
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q2 | $1.65M | Buy |
+89,333
| New | +$1.57M | ﹤0.01% | 1563 |
|
|
2021
Q3 | – | Sell |
-86,432
| Closed | -$1.74M | – | 2166 |
|
|
2021
Q2 | $1.74M | Sell |
86,432
-16,055
| -16% | -$321K | ﹤0.01% | 1705 |
|
|
2021
Q1 | $1.89M | Sell |
102,487
-51,722
| -34% | -$902K | ﹤0.01% | 1635 |
|
|
2020
Q4 | $2.3M | Sell |
154,209
-11,851
| -7% | -$170K | ﹤0.01% | 1461 |
|
|
2020
Q3 | $2.05M | Sell |
166,060
-18,442
| -10% | -$240K | ﹤0.01% | 1404 |
|
|
2020
Q2 | $2.84M | Sell |
184,502
-125,429
| -40% | -$1.74M | ﹤0.01% | 1300 |
|
|
2020
Q1 | $4.04M | Sell |
309,931
-105,252
| -25% | -$1.87M | ﹤0.01% | 1239 |
|
|
2019
Q4 | $9M | Sell |
415,183
-55,811
| -12% | -$1.17M | ﹤0.01% | 1193 |
|
|
2019
Q3 | $9.59M | Buy |
470,994
+30
| +0% | +$614 | ﹤0.01% | 1176 |
|
|
2019
Q2 | $10.1M | Sell |
470,964
-38,845
| -8% | -$774K | ﹤0.01% | 1206 |
|
|
2019
Q1 | $9.97M | Sell |
509,809
-112,985
| -18% | -$2.21M | ﹤0.01% | 1206 |
|
|
2018
Q4 | $11.8M | Sell |
622,794
-168,064
| -21% | -$3.34M | ﹤0.01% | 1142 |
|
|
2018
Q3 | $17.1M | Buy |
790,858
+32,297
| +4% | +$695K | ﹤0.01% | 1127 |
|
|
2018
Q2 | $16.1M | Buy |
758,561
+81,351
| +12% | +$1.71M | ﹤0.01% | 1147 |
|
|
2018
Q1 | $13.2M | Buy |
677,210
+39,689
| +6% | +$791K | ﹤0.01% | 1200 |
|
|
2017
Q4 | $12.9M | Buy |
637,521
+36,307
| +6% | +$743K | ﹤0.01% | 1192 |
|
|
2017
Q3 | $13.4M | Buy |
601,214
+83,791
| +16% | +$1.74M | ﹤0.01% | 1201 |
|
|
2017
Q2 | $11.5M | Sell |
517,423
-88,144
| -15% | -$1.88M | ﹤0.01% | 1181 |
|
|
2017
Q1 | $12.4M | Buy |
+605,567
| New | +$12.3M | ﹤0.01% | 1181 |
|
|
2015
Q4 | – | Sell |
-194,180
| Closed | -$2.35M | – | 2183 |
|
|
2015
Q3 | $2.35M | Hold |
194,180
| – | – | ﹤0.01% | 1586 |
|
|
2015
Q2 | $2.3M | Sell |
194,180
-202,825
| -51% | -$2.23M | ﹤0.01% | 1636 |
|
|
2015
Q1 | $4.26M | Hold |
397,005
| – | – | ﹤0.01% | 1498 |
|
|
2014
Q4 | $4.4M | Buy |
397,005
+13,980
| +4% | +$153K | ﹤0.01% | 1472 |
|
|
2014
Q3 | $4.4M | Buy |
383,025
+188,116
| +97% | +$2.26M | ﹤0.01% | 1474 |
|
|
2014
Q2 | $2.55M | Hold |
194,909
| – | – | ﹤0.01% | 1620 |
|
|
2014
Q1 | $2.24M | Sell |
194,909
-19,313
| -9% | -$220K | ﹤0.01% | 1659 |
|
|
2013
Q4 | $2.41M | Sell |
214,222
-87,563
| -29% | -$926K | ﹤0.01% | 1661 |
|
|
2013
Q3 | $3.06M | Hold |
301,785
| – | – | ﹤0.01% | 1552 |
|
|
2013
Q2 | $2.96M | Buy |
+301,785
| New | +$2.68M | ﹤0.01% | 1552 |
|
Other funds holding CWBC
FL
VCM
PMG
SFM
