A detailed history of Tradition Wealth Management, LLC transactions in Bridgewater Bancshares Inc stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 364,670 shares of BWB stock, worth $5.56 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
364,670
Previous 374,870 2.72%
Holding current value
$5.56 Million
Previous $4.35 Million 18.73%
% of portfolio
0.49%
Previous 0.44%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$11.21 - $14.81 $114,342 - $151,062
-10,200 Reduced 2.72%
364,670 $5.17 Million
Q2 2024

Aug 12, 2024

SELL
$10.79 - $12.19 $221,238 - $249,943
-20,504 Reduced 5.19%
374,870 $4.35 Million
Q1 2024

May 13, 2024

SELL
$11.09 - $13.86 $116,178 - $145,197
-10,476 Reduced 2.58%
395,374 $4.6 Million
Q4 2023

Feb 12, 2024

SELL
$8.99 - $13.52 $98,890 - $148,720
-11,000 Reduced 2.64%
405,850 $5.49 Million
Q2 2023

Aug 14, 2023

BUY
$8.09 - $11.0 $220,468 - $299,772
27,252 Added 6.99%
416,850 $4.11 Million
Q1 2023

May 11, 2023

SELL
$10.83 - $17.74 $472,902 - $774,634
-43,666 Reduced 10.08%
389,598 $4.22 Million
Q4 2022

Feb 03, 2023

BUY
$16.61 - $19.97 $426,943 - $513,308
25,704 Added 6.31%
433,264 $7.69 Million
Q1 2022

May 11, 2022

BUY
$16.52 - $18.29 $1,652 - $1,829
100 Added 0.02%
407,560 $6.8 Million
Q4 2021

Feb 14, 2022

BUY
$16.55 - $19.95 $926,800 - $1.12 Million
56,000 Added 15.93%
407,460 $7.21 Million
Q3 2021

Nov 12, 2021

BUY
$15.63 - $17.92 $83,620 - $95,872
5,350 Added 1.55%
351,460 $6.15 Million
Q2 2021

Aug 09, 2021

SELL
$15.37 - $17.84 $7,685 - $8,920
-500 Reduced 0.14%
346,110 $5.59 Million
Q1 2021

May 14, 2021

SELL
$12.4 - $17.52 $558,000 - $788,400
-45,000 Reduced 11.49%
346,610 $5.6 Million
Q4 2020

Feb 16, 2021

BUY
$9.76 - $12.69 $3.82 Million - $4.97 Million
391,610 New
391,610 $4.89 Million

Others Institutions Holding BWB

About Bridgewater Bancshares Inc


  • Ticker BWB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 27,580,000
  • Market Cap $421M
  • Description
  • Bridgewater Bancshares, Inc. operates as the bank holding company for Bridgewater Bank that provides banking products and services to commercial real estate investors, small business entrepreneurs, and high net worth individuals in the United States. The company offers savings and money market accounts, demand deposits, time and brokered deposit...
More about BWB
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.