Acadian Asset Management’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
71,638
+31,012
| +76% | +$699K | ﹤0.01% | 890 |
|
|
2025
Q1 | $796K | Buy |
40,626
+22,382
| +123% | +$439K | ﹤0.01% | 983 |
|
|
2024
Q4 | $356K | Buy |
18,244
+12,554
| +221% | +$245K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $113K | Buy |
5,690
+1,823
| +47% | +$36.2K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $65K | Hold |
3,867
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q1 | $56K | Hold |
3,867
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q4 | $76K | Hold |
3,867
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q3 | $70K | Hold |
3,867
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q2 | $71K | Hold |
3,867
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q1 | $76K | Sell |
3,867
-1,303
| -25% | -$25.6K | ﹤0.01% | 1450 |
|
|
2022
Q4 | $145K | Sell |
5,170
-4,191
| -45% | -$118K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $230K | Sell |
9,361
-17,876
| -66% | -$439K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $741K | Buy |
27,237
+14,987
| +122% | +$408K | ﹤0.01% | 876 |
|
|
2022
Q1 | $381K | Buy |
12,250
+3,030
| +33% | +$94.2K | ﹤0.01% | 1067 |
|
|
2021
Q4 | $279K | Hold |
9,220
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q3 | $265K | Sell |
9,220
-3,785
| -29% | -$109K | ﹤0.01% | 1219 |
|
|
2021
Q2 | $337K | Sell |
13,005
-6,646
| -34% | -$172K | ﹤0.01% | 1281 |
|
|
2021
Q1 | $491K | Buy |
19,651
+696
| +4% | +$17.4K | ﹤0.01% | 1204 |
|
|
2020
Q4 | $371K | Buy |
18,955
+4,922
| +35% | +$96.3K | ﹤0.01% | 1326 |
|
|
2020
Q3 | $182K | Hold |
14,033
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q2 | $199K | Buy |
+14,033
| New | +$199K | ﹤0.01% | 1488 |
|
|
2020
Q1 | – | Sell |
-11,908
| Closed | -$196K | – | 1882 |
|
|
2019
Q4 | $196K | Buy |
+11,908
| New | +$196K | ﹤0.01% | 1298 |
|
|
2019
Q3 | – | Sell |
-5,403
| Closed | -$72K | – | 1962 |
|
|
2019
Q2 | $72K | Buy |
5,403
+5,344
| +9,058% | +$71.2K | ﹤0.01% | 1422 |
|
|
2019
Q1 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 1931 |
|