Geode Capital Management’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 | $4.1M | Buy |
181,708
+6,431
| +4% | +$145K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $3.44M | Buy |
175,277
+3,371
| +2% | +$66.2K | ﹤0.01% | 2841 |
|
|
2024
Q4 | $3.36M | Sell |
171,906
-2,664
| -2% | -$52.1K | ﹤0.01% | 2935 |
|
|
2024
Q3 | $3.49M | Buy |
174,570
+2,661
| +2% | +$53.2K | ﹤0.01% | 2934 |
|
|
2024
Q2 | $2.92M | Buy |
171,909
+8,296
| +5% | +$141K | ﹤0.01% | 2994 |
|
|
2024
Q1 | $2.39M | Buy |
163,613
+2,697
| +2% | +$39.3K | ﹤0.01% | 3052 |
|
|
2023
Q4 | $3.19M | Buy |
160,916
+13,454
| +9% | +$267K | ﹤0.01% | 2918 |
|
|
2023
Q3 | $2.68M | Buy |
147,462
+4,008
| +3% | +$72.8K | ﹤0.01% | 2969 |
|
|
2023
Q2 | $2.67M | Buy |
143,454
+4,614
| +3% | +$85.8K | ﹤0.01% | 3021 |
|
|
2023
Q1 | $2.75M | Buy |
138,840
+372
| +0.3% | +$7.37K | ﹤0.01% | 2904 |
|
|
2022
Q4 | $3.9M | Buy |
138,468
+10,374
| +8% | +$292K | ﹤0.01% | 2784 |
|
|
2022
Q3 | $3.16M | Buy |
128,094
+5,787
| +5% | +$143K | ﹤0.01% | 2915 |
|
|
2022
Q2 | $3.33M | Buy |
122,307
+66,311
| +118% | +$1.8M | ﹤0.01% | 2933 |
|
|
2022
Q1 | $1.75M | Buy |
55,996
+1,492
| +3% | +$46.6K | ﹤0.01% | 3321 |
|
|
2021
Q4 | $1.65M | Hold |
54,504
| – | – | ﹤0.01% | 3470 |
|
|
2021
Q3 | $1.58M | Buy |
54,504
+124
| +0.2% | +$3.6K | ﹤0.01% | 3464 |
|
|
2021
Q2 | $1.41M | Sell |
54,380
-23,144
| -30% | -$599K | ﹤0.01% | 3435 |
|
|
2021
Q1 | $1.94M | Buy |
77,524
+22,533
| +41% | +$563K | ﹤0.01% | 3264 |
|
|
2020
Q4 | $1.08M | Buy |
54,991
+2,127
| +4% | +$41.6K | ﹤0.01% | 3349 |
|
|
2020
Q3 | $684K | Buy |
52,864
+403
| +0.8% | +$5.21K | ﹤0.01% | 3334 |
|
|
2020
Q2 | $747K | Buy |
52,461
+39,832
| +315% | +$567K | ﹤0.01% | 3243 |
|
|
2020
Q1 | $168K | Hold |
12,629
| – | – | ﹤0.01% | 3603 |
|
|
2019
Q4 | $207K | Buy |
12,629
+610
| +5% | +$10K | ﹤0.01% | 3781 |
|
|
2019
Q3 | $205K | Buy |
+12,019
| New | +$205K | ﹤0.01% | 3754 |
|