Obermeyer Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $639K | Hold |
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|
2023
Q2 | $654K | Hold |
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|
2023
Q1 | $697K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.3M | Hold |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.13M | Sell |
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|
2021
Q3 | $3.16M | Buy |
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|
2021
Q2 | $2.4M | Hold |
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|
2021
Q1 | $2.31M | Hold |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $726K | Hold |
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|
2020
Q2 | $798K | Hold |
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|
2020
Q1 | $792K | Sell |
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|
2019
Q4 | $1.16M | Hold |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $862K | Buy |
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