Charles Schwab’s First Western Financial MYFW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
24,018
+1,464
| +6% | +$33K | ﹤0.01% | 3114 |
|
|
2025
Q1 | $443K | Hold |
22,554
| – | – | ﹤0.01% | 3120 |
|
|
2024
Q4 | $441K | Hold |
22,554
| – | – | ﹤0.01% | 3182 |
|
|
2024
Q3 | $451K | Buy |
22,554
+1,592
| +8% | +$31.8K | ﹤0.01% | 3189 |
|
|
2024
Q2 | $356K | Hold |
20,962
| – | – | ﹤0.01% | 3321 |
|
|
2024
Q1 | $306K | Hold |
20,962
| – | – | ﹤0.01% | 3171 |
|
|
2023
Q4 | $416K | Sell |
20,962
-1,434
| -6% | -$28.4K | ﹤0.01% | 3143 |
|
|
2023
Q3 | $406K | Buy |
22,396
+1,373
| +7% | +$24.9K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $391K | Buy |
21,023
+327
| +2% | +$6.08K | ﹤0.01% | 3157 |
|
|
2023
Q1 | $410K | Hold |
20,696
| – | – | ﹤0.01% | 3014 |
|
|
2022
Q4 | $583K | Buy |
20,696
+594
| +3% | +$16.7K | ﹤0.01% | 2953 |
|
|
2022
Q3 | $496K | Sell |
20,102
-34
| -0.2% | -$839 | ﹤0.01% | 3010 |
|
|
2022
Q2 | $548K | Buy |
+20,136
| New | +$548K | ﹤0.01% | 3039 |
|
|
2021
Q2 | – | Sell |
-16,190
| Closed | -$405K | – | 3494 |
|
|
2021
Q1 | $405K | Buy |
16,190
+2,700
| +20% | +$67.5K | ﹤0.01% | 3146 |
|
|
2020
Q4 | $264K | Hold |
13,490
| – | – | ﹤0.01% | 3204 |
|
|
2020
Q3 | $175K | Hold |
13,490
| – | – | ﹤0.01% | 3194 |
|
|
2020
Q2 | $193K | Buy |
+13,490
| New | +$193K | ﹤0.01% | 3174 |
|