Charles Schwab’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
Q2 | $542K | Buy |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $451K | Buy |
|
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $175K | Hold |
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|
2020
Q2 | $193K | Buy |
|