Wells Fargo’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 | $411K | Sell |
11,415
-208
| -2% | -$7.49K | ﹤0.01% | 3918 |
|
|
2025
Q1 | $351K | Buy |
11,623
+285
| +3% | +$8.6K | ﹤0.01% | 3898 |
|
|
2024
Q4 | $353K | Buy |
11,338
+975
| +9% | +$30.4K | ﹤0.01% | 3950 |
|
|
2024
Q3 | $310K | Sell |
10,363
-722
| -7% | -$21.6K | ﹤0.01% | 3916 |
|
|
2024
Q2 | $281K | Buy |
11,085
+999
| +10% | +$25.3K | ﹤0.01% | 3938 |
|
|
2024
Q1 | $262K | Buy |
10,086
+1,367
| +16% | +$35.5K | ﹤0.01% | 3943 |
|
|
2023
Q4 | $263K | Buy |
8,719
+1,407
| +19% | +$42.5K | ﹤0.01% | 3923 |
|
|
2023
Q3 | $177K | Buy |
7,312
+663
| +10% | +$16.1K | ﹤0.01% | 4123 |
|
|
2023
Q2 | $162K | Buy |
6,649
+2,390
| +56% | +$58.3K | ﹤0.01% | 4465 |
|
|
2023
Q1 | $106K | Buy |
4,259
+1,709
| +67% | +$42.5K | ﹤0.01% | 4491 |
|
|
2022
Q4 | $75K | Buy |
2,550
+229
| +10% | +$6.74K | ﹤0.01% | 4389 |
|
|
2022
Q3 | $68K | Sell |
2,321
-452
| -16% | -$13.2K | ﹤0.01% | 4507 |
|
|
2022
Q2 | $86K | Sell |
2,773
-564
| -17% | -$17.5K | ﹤0.01% | 4465 |
|
|
2022
Q1 | $113K | Sell |
3,337
-150
| -4% | -$5.08K | ﹤0.01% | 4942 |
|
|
2021
Q4 | $114K | Sell |
3,487
-4,151
| -54% | -$136K | ﹤0.01% | 5171 |
|
|
2021
Q3 | $223K | Buy |
7,638
+94
| +1% | +$2.74K | ﹤0.01% | 4762 |
|
|
2021
Q2 | $208K | Sell |
7,544
-3,927
| -34% | -$108K | ﹤0.01% | 4717 |
|
|
2021
Q1 | $310K | Sell |
11,471
-15,544
| -58% | -$420K | ﹤0.01% | 4645 |
|
|
2020
Q4 | $529K | Sell |
27,015
-1,340
| -5% | -$26.2K | ﹤0.01% | 4396 |
|
|
2020
Q3 | $401K | Sell |
28,355
-5,584
| -16% | -$79K | ﹤0.01% | 4393 |
|
|
2020
Q2 | $539K | Buy |
33,939
+14,682
| +76% | +$233K | ﹤0.01% | 4158 |
|
|
2020
Q1 | $294K | Buy |
19,257
+1,320
| +7% | +$20.2K | ﹤0.01% | 4284 |
|
|
2019
Q4 | $518K | Sell |
17,937
-1,519
| -8% | -$43.9K | ﹤0.01% | 4236 |
|
|
2019
Q3 | $535K | Buy |
19,456
+7,105
| +58% | +$195K | ﹤0.01% | 4220 |
|
|
2019
Q2 | $354K | Sell |
12,351
-11,948
| -49% | -$342K | ﹤0.01% | 4481 |
|
|
2019
Q1 | $708K | Buy |
24,299
+3,581
| +17% | +$104K | ﹤0.01% | 4081 |
|
|
2018
Q4 | $595K | Buy |
20,718
+3,233
| +18% | +$92.8K | ﹤0.01% | 4110 |
|
|
2018
Q3 | $548K | Buy |
17,485
+5,563
| +47% | +$174K | ﹤0.01% | 4277 |
|
|
2018
Q2 | $384K | Buy |
11,922
+3,252
| +38% | +$105K | ﹤0.01% | 4526 |
|
|
2018
Q1 | $280K | Buy |
8,670
+200
| +2% | +$6.46K | ﹤0.01% | 4624 |
|
|
2017
Q4 | $292K | Buy |
8,470
+2,689
| +47% | +$92.7K | ﹤0.01% | 4622 |
|
|
2017
Q3 | $214K | Buy |
5,781
+1,799
| +45% | +$66.6K | ﹤0.01% | 4720 |
|
|
2017
Q2 | $124K | Buy |
3,982
+151
| +4% | +$4.7K | ﹤0.01% | 4875 |
|
|
2017
Q1 | $132K | Hold |
3,831
| – | – | ﹤0.01% | 4844 |
|
|
2016
Q4 | $124K | Buy |
3,831
+2,431
| +174% | +$78.7K | ﹤0.01% | 4826 |
|
|
2016
Q3 | $33K | Buy |
+1,400
| New | +$33K | ﹤0.01% | 5175 |
|