Wells Fargo’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 | $272K | Sell |
11,660
-14,139
| -55% | -$331K | ﹤0.01% | 4514 |
|
|
2025
Q4 | $580K | Buy |
25,799
+2,031
| +9% | +$44.5K | ﹤0.01% | 4379 |
|
|
2025
Q3 | $495K | Buy |
23,768
+4,200
| +21% | +$86.5K | ﹤0.01% | 4312 |
|
|
2025
Q2 | $382K | Buy |
19,568
+5,408
| +38% | +$96K | ﹤0.01% | 4343 |
|
|
2025
Q1 | $262K | Sell |
14,160
-2,015
| -12% | -$37.8K | ﹤0.01% | 4515 |
|
|
2024
Q4 | $313K | Buy |
16,175
+2,164
| +15% | +$43.1K | ﹤0.01% | 4491 |
|
|
2024
Q3 | $270K | Buy |
14,011
+333
| +2% | +$6.55K | ﹤0.01% | 4382 |
|
|
2024
Q2 | $253K | Buy |
13,678
+3,908
| +40% | +$68.6K | ﹤0.01% | 4352 |
|
|
2024
Q1 | $194K | Sell |
9,770
-5,225
| -35% | -$101K | ﹤0.01% | 4482 |
|
|
2023
Q4 | $335K | Buy |
14,995
+607
| +4% | +$10.6K | ﹤0.01% | 4140 |
|
|
2023
Q3 | $203K | Sell |
14,388
-1,442
| -9% | -$22.1K | ﹤0.01% | 4344 |
|
|
2023
Q2 | $245K | Buy |
15,830
+3,844
| +32% | +$59.6K | ﹤0.01% | 4461 |
|
|
2023
Q1 | $247K | Sell |
11,986
-2,000
| -14% | -$46.5K | ﹤0.01% | 4307 |
|
|
2022
Q4 | $296K | Sell |
13,986
-283
| -2% | -$5.51K | ﹤0.01% | 3957 |
|
|
2022
Q3 | $253K | Hold |
14,269
| – | – | ﹤0.01% | 4104 |
|
|
2022
Q2 | $207K | Buy |
14,269
+3
| +0% | +$55 | ﹤0.01% | 4261 |
|
|
2022
Q1 | $333K | Sell |
14,266
-3,714
| -21% | -$84.9K | ﹤0.01% | 4686 |
|
|
2021
Q4 | $374K | Sell |
17,980
-1
| -0% | -$21 | ﹤0.01% | 4896 |
|
|
2021
Q3 | $387K | Sell |
17,981
-5
| -0% | -$108 | ﹤0.01% | 4804 |
|
|
2021
Q2 | $362K | Buy |
17,986
+1,384
| +8% | +$27.7K | ﹤0.01% | 4777 |
|
|
2021
Q1 | $306K | Sell |
16,602
-20,922
| -56% | -$365K | ﹤0.01% | 4963 |
|
|
2020
Q4 | $558K | Sell |
37,524
-7,669
| -17% | -$110K | ﹤0.01% | 4442 |
|
|
2020
Q3 | $558K | Buy |
45,193
+6,336
| +16% | +$82.4K | ﹤0.01% | 4261 |
|
|
2020
Q2 | $598K | Buy |
38,857
+5,350
| +16% | +$74K | ﹤0.01% | 4192 |
|
|
2020
Q1 | $437K | Buy |
33,507
+561
| +2% | +$9.99K | ﹤0.01% | 4139 |
|
|
2019
Q4 | $714K | Sell |
32,946
-1,052
| -3% | -$22K | ﹤0.01% | 4096 |
|
|
2019
Q3 | $691K | Sell |
33,998
-2,397
| -7% | -$49.1K | ﹤0.01% | 4136 |
|
|
2019
Q2 | $780K | Sell |
36,395
-1,012
| -3% | -$20.2K | ﹤0.01% | 4068 |
|
|
2019
Q1 | $731K | Buy |
37,407
+560
| +2% | +$11K | ﹤0.01% | 4102 |
|
|
2018
Q4 | $696K | Buy |
36,847
+5,807
| +19% | +$115K | ﹤0.01% | 4113 |
|
|
2018
Q3 | $671K | Buy |
31,040
+47
| +0.2% | +$1.01K | ﹤0.01% | 4242 |
|
|
2018
Q2 | $655K | Buy |
30,993
+744
| +2% | +$15.6K | ﹤0.01% | 4264 |
|
|
2018
Q1 | $591K | Buy |
30,249
+154
| +0.5% | +$3.07K | ﹤0.01% | 4269 |
|
|
2017
Q4 | $608K | Buy |
30,095
+7,141
| +31% | +$146K | ﹤0.01% | 4251 |
|
|
2017
Q3 | $511K | Buy |
22,954
+4,314
| +23% | +$89.8K | ﹤0.01% | 4319 |
|
|
2017
Q2 | $413K | Sell |
18,640
-191
| -1% | -$4.07K | ﹤0.01% | 4338 |
|
|
2017
Q1 | $386K | Sell |
18,831
-150
| -0.8% | -$3.04K | ﹤0.01% | 4419 |
|
|
2016
Q4 | $379K | Buy |
18,981
+2,407
| +15% | +$40.1K | ﹤0.01% | 4385 |
|
|
2016
Q3 | $263K | Buy |
16,574
+6,840
| +70% | +$103K | ﹤0.01% | 4317 |
|
|
2016
Q2 | $136K | Hold |
9,734
| – | – | ﹤0.01% | 4633 |
|
|
2016
Q1 | $108K | Sell |
9,734
-509
| -5% | -$5.82K | ﹤0.01% | 4776 |
|
|
2015
Q4 | $123K | Buy |
10,243
+100
| +1% | +$1.14K | ﹤0.01% | 4766 |
|
|
2015
Q3 | $123K | Buy |
10,143
+578
| +6% | +$6.57K | ﹤0.01% | 4747 |
|
|
2015
Q2 | $113K | Hold |
9,565
| – | – | ﹤0.01% | 4989 |
|
|
2015
Q1 | $105K | Hold |
9,565
| – | – | ﹤0.01% | 4722 |
|
|
2014
Q4 | $106K | Hold |
9,565
| – | – | ﹤0.01% | 4715 |
|
|
2014
Q3 | $110K | Buy |
9,565
+7,904
| +476% | +$95K | ﹤0.01% | 4618 |
|
|
2014
Q2 | $22K | Sell |
1,661
-95,214
| -98% | -$1.1M | ﹤0.01% | 5332 |
|
|
2014
Q1 | $1.11M | Buy |
96,875
+93,384
| +2,675% | +$1.06M | ﹤0.01% | 3421 |
|
|
2013
Q4 | $39K | Buy |
3,491
+830
| +31% | +$8.78K | ﹤0.01% | 4821 |
|
|
2013
Q3 | $27K | Hold |
2,661
| – | – | ﹤0.01% | 4871 |
|
|
2013
Q2 | $27K | Buy |
+2,661
| New | +$23.6K | ﹤0.01% | 4791 |
|
Other funds holding CWBC
FL
VCM
PMG
SFM