First Western Trust Bank’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
2026 Q1	$2.41M	Buy	98,231 +6,752	+7%	+$171K	0.12%	55
2025 Q4	$2.45M	Sell	91,479 -18,024	-16%	-$430K	0.12%	57
2025 Q3	$2.52M	Sell	109,503 -3,162	-3%	-$72.2K	0.12%	56
2025 Q2	$2.54M	Buy	112,665 +495	+0.4%	+$10.2K	0.11%	57
2025 Q1	$2.2M	Buy	112,170 +495	+0.4%	+$9.71K	0.11%	60
2024 Q4	$2.18M	Sell	111,675 -8,482	-7%	-$173K	0.1%	62
2024 Q3	$2.4M	Buy	120,157 +6,963	+6%	+$127K	0.11%	61
2024 Q2	$1.92M	Sell	113,194 -7,926	-7%	-$130K	0.09%	68
2024 Q1	$1.77M	Hold	121,120	–	–	0.08%	74
2023 Q4	$2.4M	Sell	121,120 -9,660	-7%	-$163K	0.12%	62
2023 Q3	$2.37M	Hold	130,780	–	–	0.13%	61
2023 Q2	$2.43M	Buy	130,780 +4,008	+3%	+$70.2K	0.12%	65
2023 Q1	$2.51M	Hold	126,772	–	–	0.13%	63
2022 Q4	$3.57M	Sell	126,772 -9,987	-7%	-$279K	0.2%	52
2022 Q3	$3.37M	Buy	136,759 +6,198	+5%	+$169K	0.23%	51
2022 Q2	$3.6M	Sell	130,561 -12,926	-9%	-$403K	0.24%	49
2022 Q1	$4.51M	Buy	+143,487	New	+$4.66M	0.23%	49