Morgan Stanley’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 | $631K | Buy |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $144K | Sell |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $152K | Buy |
|
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $173K | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $103K | Sell |
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|
2021
Q2 | $123K | Sell |
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|
2021
Q1 | $185K | Sell |
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|
2020
Q4 | $455K | Buy |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $45K | Buy |
|