Biltmore Family Office’s First Western Financial MYFW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Hold
2025
Q2
$1.02M Hold
2025
Q1
$890K Hold
2024
Q4
$886K Buy
2024
Q1
Sell
2023
Q4
$899K Hold
2023
Q3
$822K Hold
2023
Q2
$843K Hold
2023
Q1
$897K Hold
2022
Q4
$1.28M Hold
2022
Q3
$1.12M Hold
2022
Q2
$1.23M Hold
2022
Q1
$1.42M Hold
2021
Q4
$1.38M Hold
2021
Q3
$1.31M Buy
2021
Q2
$492K Hold
2021
Q1
$475K Hold
2020
Q4
$372K Hold
2020
Q3
$246K Hold
2020
Q2
$271K Hold
2020
Q1
$269K Buy