Obermeyer Wealth Partners’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,180
| Closed | -$639K | – | 223 |
|
|
2023
Q3 | $639K | Hold |
35,180
| – | – | 0.05% | 96 |
|
|
2023
Q2 | $654K | Hold |
35,180
| – | – | 0.05% | 99 |
|
|
2023
Q1 | $697K | Sell |
35,180
-7,255
| -17% | -$144K | 0.05% | 93 |
|
|
2022
Q4 | $1.19M | Sell |
42,435
-10,387
| -20% | -$292K | 0.09% | 64 |
|
|
2022
Q3 | $1.3M | Hold |
52,822
| – | – | 0.11% | 60 |
|
|
2022
Q2 | $1.44M | Sell |
52,822
-42,000
| -44% | -$1.14M | 0.11% | 60 |
|
|
2022
Q1 | $2.96M | Sell |
94,822
-8,161
| -8% | -$255K | 0.18% | 44 |
|
|
2021
Q4 | $3.13M | Sell |
102,983
-6,579
| -6% | -$200K | 0.17% | 43 |
|
|
2021
Q3 | $3.16M | Buy |
109,562
+17,011
| +18% | +$491K | 0.18% | 45 |
|
|
2021
Q2 | $2.4M | Hold |
92,551
| – | – | 0.13% | 52 |
|
|
2021
Q1 | $2.32M | Hold |
92,551
| – | – | 0.14% | 52 |
|
|
2020
Q4 | $1.81M | Buy |
92,551
+36,522
| +65% | +$715K | 0.12% | 47 |
|
|
2020
Q3 | $726K | Hold |
56,029
| – | – | 0.05% | 65 |
|
|
2020
Q2 | $798K | Hold |
56,029
| – | – | 0.07% | 55 |
|
|
2020
Q1 | $792K | Sell |
56,029
-14,615
| -21% | -$207K | 0.08% | 52 |
|
|
2019
Q4 | $1.16M | Hold |
70,644
| – | – | 0.1% | 55 |
|
|
2019
Q3 | $1.21M | Buy |
70,644
+5,638
| +9% | +$96.3K | 0.11% | 53 |
|
|
2019
Q2 | $862K | Buy |
+65,006
| New | +$862K | 0.08% | 56 |
|