HSBC Holdings’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 | – | Sell |
-10,657
| Closed | -$201K | – | 2658 |
|
|
2025
Q1 | $201K | Sell |
10,657
-3,962
| -27% | -$74.7K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $285K | Buy |
14,619
+696
| +5% | +$13.6K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $271K | Buy |
13,923
+1,555
| +13% | +$30.3K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $210K | Buy |
+12,368
| New | +$210K | ﹤0.01% | 2169 |
|
|
2022
Q4 | – | Sell |
-10,254
| Closed | -$254K | – | 2621 |
|
|
2022
Q3 | $254K | Hold |
10,254
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q2 | $280K | Sell |
10,254
-3,027
| -23% | -$82.7K | ﹤0.01% | 2262 |
|
|
2022
Q1 | $420K | Hold |
13,281
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q4 | $396K | Hold |
13,281
| – | – | ﹤0.01% | 2140 |
|
|
2021
Q3 | $381K | Hold |
13,281
| – | – | ﹤0.01% | 1970 |
|
|
2021
Q2 | $342K | Buy |
13,281
+670
| +5% | +$17.3K | ﹤0.01% | 2015 |
|
|
2021
Q1 | $326K | Buy |
+12,611
| New | +$326K | ﹤0.01% | 1893 |
|