Morgan Stanley’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 | $631K | Buy |
27,974
+6,890
| +33% | +$155K | ﹤0.01% | 5353 |
|
|
2025
Q1 | $414K | Sell |
21,084
-252
| -1% | -$4.95K | ﹤0.01% | 5414 |
|
|
2024
Q4 | $417K | Sell |
21,336
-1,642
| -7% | -$32.1K | ﹤0.01% | 5499 |
|
|
2024
Q3 | $460K | Buy |
22,978
+14,947
| +186% | +$299K | ﹤0.01% | 5442 |
|
|
2024
Q2 | $137K | Sell |
8,031
-2,824
| -26% | -$48K | ﹤0.01% | 5847 |
|
|
2024
Q1 | $158K | Sell |
10,855
-20,211
| -65% | -$295K | ﹤0.01% | 5808 |
|
|
2023
Q4 | $616K | Buy |
31,066
+23,115
| +291% | +$458K | ﹤0.01% | 5537 |
|
|
2023
Q3 | $144K | Sell |
7,951
-1,671
| -17% | -$30.3K | ﹤0.01% | 5721 |
|
|
2023
Q2 | $179K | Buy |
9,622
+1,945
| +25% | +$36.2K | ﹤0.01% | 5693 |
|
|
2023
Q1 | $152K | Buy |
7,677
+2,585
| +51% | +$51.2K | ﹤0.01% | 5832 |
|
|
2022
Q4 | $143K | Sell |
5,092
-7,957
| -61% | -$224K | ﹤0.01% | 5809 |
|
|
2022
Q3 | $323K | Buy |
13,049
+6,706
| +106% | +$166K | ﹤0.01% | 5490 |
|
|
2022
Q2 | $173K | Sell |
6,343
-532
| -8% | -$14.5K | ﹤0.01% | 5974 |
|
|
2022
Q1 | $215K | Buy |
6,875
+3,258
| +90% | +$102K | ﹤0.01% | 5878 |
|
|
2021
Q4 | $110K | Buy |
3,617
+27
| +0.8% | +$821 | ﹤0.01% | 6384 |
|
|
2021
Q3 | $103K | Sell |
3,590
-1,170
| -25% | -$33.6K | ﹤0.01% | 6359 |
|
|
2021
Q2 | $123K | Sell |
4,760
-2,644
| -36% | -$68.3K | ﹤0.01% | 6258 |
|
|
2021
Q1 | $185K | Sell |
7,404
-15,842
| -68% | -$396K | ﹤0.01% | 5699 |
|
|
2020
Q4 | $455K | Buy |
23,246
+4,657
| +25% | +$91.2K | ﹤0.01% | 5138 |
|
|
2020
Q3 | $241K | Sell |
18,589
-1,248
| -6% | -$16.2K | ﹤0.01% | 5015 |
|
|
2020
Q2 | $283K | Buy |
19,837
+1,931
| +11% | +$27.5K | ﹤0.01% | 4901 |
|
|
2020
Q1 | $253K | Hold |
17,906
| – | – | ﹤0.01% | 4771 |
|
|
2019
Q4 | $295K | Hold |
17,906
| – | – | ﹤0.01% | 5231 |
|
|
2019
Q3 | $306K | Hold |
17,906
| – | – | ﹤0.01% | 4922 |
|
|
2019
Q2 | $237K | Hold |
17,906
| – | – | ﹤0.01% | 4954 |
|
|
2019
Q1 | $235K | Sell |
17,906
-17
| -0.1% | -$223 | ﹤0.01% | 4973 |
|
|
2018
Q4 | $210K | Buy |
17,923
+15,332
| +592% | +$180K | ﹤0.01% | 5264 |
|
|
2018
Q3 | $45K | Buy |
+2,591
| New | +$45K | ﹤0.01% | 5904 |
|