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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53
| Closed | -$1.06K | – | 7781 |
|
|
2024
Q1 | $1.06K | Buy |
53
+1
| +2% | +$15 | ﹤0.01% | 6138 |
|
|
2023
Q4 | $911 | Buy |
52
+3
| +6% | +$42 | ﹤0.01% | 6247 |
|
|
2023
Q3 | $642 | Buy |
49
+2
| +4% | +$26 | ﹤0.01% | 6309 |
|
|
2023
Q2 | $576 | Sell |
47
-231
| -83% | -$2.73K | ﹤0.01% | 6454 |
|
|
2023
Q1 | $3.52K | Buy |
278
+1
| +0.4% | +$14 | ﹤0.01% | 6127 |
|
|
2022
Q4 | $4.15K | Buy |
277
+234
| +544% | +$3.38K | ﹤0.01% | 5826 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 6575 |
|
|
2022
Q2 | $1K | Buy |
43
+4
| +10% | +$55 | ﹤0.01% | 6722 |
|
|
2022
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 6959 |
|
|
2021
Q4 | $1K | Sell |
39
-300
| -88% | -$3.92K | ﹤0.01% | 7158 |
|
|
2021
Q3 | $5K | Sell |
339
-2
| -0.6% | -$27 | ﹤0.01% | 6410 |
|
|
2021
Q2 | $5K | Hold |
341
| – | – | ﹤0.01% | 6382 |
|
|
2021
Q1 | $5K | Buy |
341
+2
| +0.6% | +$21 | ﹤0.01% | 6524 |
|
|
2020
Q4 | $3K | Sell |
339
-969
| -74% | -$8.28K | ﹤0.01% | 6254 |
|
|
2020
Q3 | $10K | Sell |
1,308
-682
| -34% | -$5.56K | ﹤0.01% | 5908 |
|
|
2020
Q2 | $16K | Hold |
1,990
| – | – | ﹤0.01% | 5759 |
|
|
2020
Q1 | $12K | Buy |
1,990
+40
| +2% | +$393 | ﹤0.01% | 5724 |
|
|
2019
Q4 | $22K | Sell |
1,950
-1,000
| -34% | -$10.5K | ﹤0.01% | 5726 |
|
|
2019
Q3 | $29K | Sell |
2,950
-1,776
| -38% | -$17.3K | ﹤0.01% | 5720 |
|
|
2019
Q2 | $46K | Buy |
4,726
+233
| +5% | +$2.31K | ﹤0.01% | 5583 |
|
|
2019
Q1 | $46K | Buy |
4,493
+637
| +17% | +$6.5K | ﹤0.01% | 5346 |
|
|
2018
Q4 | $39K | Buy |
3,856
+706
| +22% | +$7.77K | ﹤0.01% | 5601 |
|
|
2018
Q3 | $38K | Buy |
3,150
+50
| +2% | +$604 | ﹤0.01% | 5684 |
|
|
2018
Q2 | $37K | Buy |
3,100
+250
| +9% | +$2.88K | ﹤0.01% | 5678 |
|
|
2018
Q1 | $32K | Sell |
2,850
-570
| -17% | -$6.37K | ﹤0.01% | 5704 |
|
|
2017
Q4 | $36K | Buy |
3,420
+1,035
| +43% | +$10.9K | ﹤0.01% | 5643 |
|
|
2017
Q3 | $25K | Buy |
+2,385
| New | +$24.5K | ﹤0.01% | 5659 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | -$7 | – | 6764 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6821 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6807 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6880 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6822 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6734 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6798 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6689 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6630 |
|
|
2014
Q1 | $0 | Sell |
1
-3,500
| -100% | -$25.1K | ﹤0.01% | 6448 |
|
|
2013
Q4 | $23K | Hold |
3,501
| – | – | ﹤0.01% | 4993 |
|
|
2013
Q3 | $19K | Hold |
3,501
| – | – | ﹤0.01% | 4980 |
|
|
2013
Q2 | $17K | Buy |
+3,501
| New | +$16.6K | ﹤0.01% | 4929 |
|
Other funds holding CWBC
Wells Fargo's CWBC Position: Q2 2024 in Review
Wells Fargo sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 53 shares — an estimated $1.06K sold.
Wells Fargo first reported a position in CWBC in Q2 2013 and held it in 39 quarters. The position peaked at $46K in Q2 2019. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.
- Wells Fargo reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
- Wells Fargo sold 53 Community West BanCshares shares in Q2 2024, an estimated $1.06K.
- Wells Fargo first reported a position in Community West BanCshares in Q2 2013 and held it in 39 quarters.
- Wells Fargo's Community West BanCshares position peaked at $46K in Q2 2019.
- 2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.
Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.