Bank of New York Mellon’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 | $401K | Sell |
17,753
-911
| -5% | -$20.6K | ﹤0.01% | 3610 |
|
|
2025
Q1 | $367K | Buy |
18,664
+2,047
| +12% | +$40.2K | ﹤0.01% | 3591 |
|
|
2024
Q4 | $325K | Hold |
16,617
| – | – | ﹤0.01% | 3718 |
|
|
2024
Q3 | $332K | Sell |
16,617
-6,342
| -28% | -$127K | ﹤0.01% | 3702 |
|
|
2024
Q2 | $390K | Buy |
22,959
+510
| +2% | +$8.67K | ﹤0.01% | 3693 |
|
|
2024
Q1 | $327K | Sell |
22,449
-811
| -3% | -$11.8K | ﹤0.01% | 3734 |
|
|
2023
Q4 | $461K | Sell |
23,260
-4,197
| -15% | -$83.2K | ﹤0.01% | 3596 |
|
|
2023
Q3 | $498K | Buy |
27,457
+180
| +0.7% | +$3.27K | ﹤0.01% | 3540 |
|
|
2023
Q2 | $507K | Buy |
27,277
+71
| +0.3% | +$1.32K | ﹤0.01% | 3580 |
|
|
2023
Q1 | $539K | Sell |
27,206
-1,375
| -5% | -$27.2K | ﹤0.01% | 3452 |
|
|
2022
Q4 | $805K | Buy |
28,581
+4,675
| +20% | +$132K | ﹤0.01% | 3304 |
|
|
2022
Q3 | $589K | Buy |
23,906
+2,241
| +10% | +$55.2K | ﹤0.01% | 3483 |
|
|
2022
Q2 | $589K | Buy |
+21,665
| New | +$589K | ﹤0.01% | 3487 |
|
|
2021
Q2 | – | Sell |
-16,535
| Closed | -$414K | – | 4438 |
|
|
2021
Q1 | $414K | Buy |
16,535
+1,133
| +7% | +$28.4K | ﹤0.01% | 3787 |
|
|
2020
Q4 | $302K | Sell |
15,402
-864
| -5% | -$16.9K | ﹤0.01% | 3827 |
|
|
2020
Q3 | $211K | Hold |
16,266
| – | – | ﹤0.01% | 3831 |
|
|
2020
Q2 | $232K | Buy |
+16,266
| New | +$232K | ﹤0.01% | 3759 |
|