Wells Fargo’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
19,568
+5,408
| +38% | +$106K | ﹤0.01% | 3976 |
|
|
2025
Q1 | $262K | Sell |
14,160
-2,015
| -12% | -$37.2K | ﹤0.01% | 4079 |
|
|
2024
Q4 | $313K | Buy |
16,175
+2,164
| +15% | +$41.9K | ﹤0.01% | 4016 |
|
|
2024
Q3 | $270K | Buy |
14,011
+333
| +2% | +$6.41K | ﹤0.01% | 4001 |
|
|
2024
Q2 | $253K | Buy |
13,678
+3,908
| +40% | +$72.3K | ﹤0.01% | 4001 |
|
|
2024
Q1 | $194K | Sell |
9,770
-5,225
| -35% | -$104K | ﹤0.01% | 4121 |
|
|
2023
Q4 | $335K | Buy |
14,995
+607
| +4% | +$13.6K | ﹤0.01% | 3773 |
|
|
2023
Q3 | $203K | Sell |
14,388
-1,442
| -9% | -$20.3K | ﹤0.01% | 4037 |
|
|
2023
Q2 | $245K | Buy |
15,830
+3,844
| +32% | +$59.4K | ﹤0.01% | 4227 |
|
|
2023
Q1 | $247K | Sell |
11,986
-2,000
| -14% | -$41.2K | ﹤0.01% | 4051 |
|
|
2022
Q4 | $296K | Sell |
13,986
-283
| -2% | -$5.99K | ﹤0.01% | 3716 |
|
|
2022
Q3 | $253K | Hold |
14,269
| – | – | ﹤0.01% | 3843 |
|
|
2022
Q2 | $207K | Buy |
14,269
+3
| +0% | +$44 | ﹤0.01% | 4018 |
|
|
2022
Q1 | $333K | Sell |
14,266
-3,714
| -21% | -$86.7K | ﹤0.01% | 4402 |
|
|
2021
Q4 | $374K | Sell |
17,980
-1
| -0% | -$21 | ﹤0.01% | 4564 |
|
|
2021
Q3 | $387K | Sell |
17,981
-5
| -0% | -$108 | ﹤0.01% | 4536 |
|
|
2021
Q2 | $362K | Buy |
17,986
+1,384
| +8% | +$27.9K | ﹤0.01% | 4498 |
|
|
2021
Q1 | $306K | Sell |
16,602
-20,922
| -56% | -$386K | ﹤0.01% | 4653 |
|
|
2020
Q4 | $558K | Sell |
37,524
-7,669
| -17% | -$114K | ﹤0.01% | 4361 |
|
|
2020
Q3 | $558K | Buy |
45,193
+6,336
| +16% | +$78.2K | ﹤0.01% | 4157 |
|
|
2020
Q2 | $598K | Buy |
38,857
+5,350
| +16% | +$82.3K | ﹤0.01% | 4080 |
|
|
2020
Q1 | $437K | Buy |
33,507
+561
| +2% | +$7.32K | ﹤0.01% | 4011 |
|
|
2019
Q4 | $714K | Sell |
32,946
-1,052
| -3% | -$22.8K | ﹤0.01% | 4019 |
|
|
2019
Q3 | $691K | Sell |
33,998
-2,397
| -7% | -$48.7K | ﹤0.01% | 4047 |
|
|
2019
Q2 | $780K | Sell |
36,395
-1,012
| -3% | -$21.7K | ﹤0.01% | 3985 |
|
|
2019
Q1 | $731K | Buy |
37,407
+560
| +2% | +$10.9K | ﹤0.01% | 4055 |
|
|
2018
Q4 | $696K | Buy |
36,847
+5,807
| +19% | +$110K | ﹤0.01% | 4010 |
|
|
2018
Q3 | $671K | Buy |
31,040
+47
| +0.2% | +$1.02K | ﹤0.01% | 4160 |
|
|
2018
Q2 | $655K | Buy |
30,993
+744
| +2% | +$15.7K | ﹤0.01% | 4179 |
|
|
2018
Q1 | $591K | Buy |
30,249
+154
| +0.5% | +$3.01K | ﹤0.01% | 4175 |
|
|
2017
Q4 | $608K | Buy |
30,095
+7,141
| +31% | +$144K | ﹤0.01% | 4161 |
|
|
2017
Q3 | $511K | Buy |
22,954
+4,314
| +23% | +$96K | ﹤0.01% | 4210 |
|
|
2017
Q2 | $413K | Sell |
18,640
-191
| -1% | -$4.23K | ﹤0.01% | 4221 |
|
|
2017
Q1 | $386K | Sell |
18,831
-150
| -0.8% | -$3.08K | ﹤0.01% | 4300 |
|
|
2016
Q4 | $379K | Buy |
18,981
+2,407
| +15% | +$48.1K | ﹤0.01% | 4248 |
|
|
2016
Q3 | $263K | Buy |
16,574
+6,840
| +70% | +$109K | ﹤0.01% | 4165 |
|
|
2016
Q2 | $136K | Hold |
9,734
| – | – | ﹤0.01% | 4476 |
|
|
2016
Q1 | $108K | Sell |
9,734
-509
| -5% | -$5.65K | ﹤0.01% | 4612 |
|
|
2015
Q4 | $123K | Buy |
10,243
+100
| +1% | +$1.2K | ﹤0.01% | 4597 |
|
|
2015
Q3 | $123K | Buy |
10,143
+578
| +6% | +$7.01K | ﹤0.01% | 4577 |
|
|
2015
Q2 | $113K | Hold |
9,565
| – | – | ﹤0.01% | 4823 |
|
|
2015
Q1 | $105K | Hold |
9,565
| – | – | ﹤0.01% | 4565 |
|
|
2014
Q4 | $106K | Hold |
9,565
| – | – | ﹤0.01% | 4562 |
|
|
2014
Q3 | $110K | Buy |
9,565
+7,904
| +476% | +$90.9K | ﹤0.01% | 4517 |
|
|
2014
Q2 | $22K | Sell |
1,661
-95,214
| -98% | -$1.26M | ﹤0.01% | 5187 |
|
|
2014
Q1 | $1.12M | Buy |
96,875
+93,384
| +2,675% | +$1.07M | ﹤0.01% | 3389 |
|
|
2013
Q4 | $39K | Buy |
3,491
+830
| +31% | +$9.27K | ﹤0.01% | 4727 |
|
|
2013
Q3 | $27K | Hold |
2,661
| – | – | ﹤0.01% | 4793 |
|
|
2013
Q2 | $27K | Buy |
+2,661
| New | +$27K | ﹤0.01% | 4708 |
|