Biltmore Family Office’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 | $1.02M | Hold |
45,316
| – | – | 0.17% | 87 |
|
|
2025
Q1 | $890K | Hold |
45,316
| – | – | 0.15% | 94 |
|
|
2024
Q4 | $886K | Buy |
+45,316
| New | +$886K | 0.15% | 91 |
|
|
2024
Q1 | – | Sell |
-45,316
| Closed | -$899K | – | 239 |
|
|
2023
Q4 | $899K | Hold |
45,316
| – | – | 0.19% | 81 |
|
|
2023
Q3 | $822K | Hold |
45,316
| – | – | 0.19% | 80 |
|
|
2023
Q2 | $843K | Hold |
45,316
| – | – | 0.18% | 79 |
|
|
2023
Q1 | $897K | Hold |
45,316
| – | – | 0.19% | 79 |
|
|
2022
Q4 | $1.28M | Hold |
45,316
| – | – | 0.26% | 57 |
|
|
2022
Q3 | $1.12M | Hold |
45,316
| – | – | 0.26% | 56 |
|
|
2022
Q2 | $1.23M | Hold |
45,316
| – | – | 0.31% | 50 |
|
|
2022
Q1 | $1.42M | Hold |
45,316
| – | – | 0.3% | 54 |
|
|
2021
Q4 | $1.38M | Hold |
45,316
| – | – | 0.26% | 61 |
|
|
2021
Q3 | $1.31M | Buy |
45,316
+26,316
| +139% | +$759K | 0.32% | 52 |
|
|
2021
Q2 | $492K | Hold |
19,000
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $475K | Hold |
19,000
| – | – | 0.15% | 96 |
|
|
2020
Q4 | $372K | Hold |
19,000
| – | – | 0.11% | 121 |
|
|
2020
Q3 | $246K | Hold |
19,000
| – | – | 0.14% | 119 |
|
|
2020
Q2 | $271K | Hold |
19,000
| – | – | 0.16% | 120 |
|
|
2020
Q1 | $269K | Buy |
+19,000
| New | +$269K | 0.18% | 117 |
|