PAIM
Punch & Associates Investment Management’s First Western Financial MYFW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
314,737
+104,262
| +50% | +$2.35M | 0.44% | 85 |
|
|
2025
Q1 | $4.14M | Sell |
210,475
-145,000
| -41% | -$2.85M | 0.27% | 112 |
|
|
2024
Q4 | $6.95M | Buy |
355,475
+7,560
| +2% | +$148K | 0.38% | 107 |
|
|
2024
Q3 | $6.96M | Buy |
347,915
+9,078
| +3% | +$182K | 0.38% | 107 |
|
|
2024
Q2 | $5.76M | Sell |
338,837
-8,078
| -2% | -$137K | 0.34% | 114 |
|
|
2024
Q1 | $5.06M | Buy |
346,915
+79,545
| +30% | +$1.16M | 0.29% | 122 |
|
|
2023
Q4 | $5.3M | Sell |
267,370
-18,667
| -7% | -$370K | 0.31% | 122 |
|
|
2023
Q3 | $5.19M | Buy |
286,037
+22,496
| +9% | +$408K | 0.33% | 116 |
|
|
2023
Q2 | $4.9M | Buy |
263,541
+21,212
| +9% | +$395K | 0.3% | 117 |
|
|
2023
Q1 | $4.8M | Buy |
242,329
+12,227
| +5% | +$242K | 0.31% | 114 |
|
|
2022
Q4 | $6.48M | Buy |
230,102
+2,100
| +0.9% | +$59.1K | 0.42% | 102 |
|
|
2022
Q3 | $5.62M | Buy |
228,002
+19,602
| +9% | +$483K | 0.39% | 102 |
|
|
2022
Q2 | $5.67M | Sell |
208,400
-25,900
| -11% | -$704K | 0.4% | 102 |
|
|
2022
Q1 | $7.32M | Hold |
234,300
| – | – | 0.42% | 107 |
|
|
2021
Q4 | $7.11M | Buy |
234,300
+7,600
| +3% | +$231K | 0.37% | 111 |
|
|
2021
Q3 | $6.54M | Buy |
226,700
+4,800
| +2% | +$138K | 0.37% | 114 |
|
|
2021
Q2 | $5.75M | Hold |
221,900
| – | – | 0.32% | 123 |
|
|
2021
Q1 | $5.55M | Sell |
221,900
-35,100
| -14% | -$878K | 0.33% | 126 |
|
|
2020
Q4 | $5.03M | Buy |
257,000
+54,035
| +27% | +$1.06M | 0.35% | 115 |
|
|
2020
Q3 | $2.63M | Buy |
202,965
+34,265
| +20% | +$444K | 0.23% | 143 |
|
|
2020
Q2 | $2.4M | Buy |
168,700
+110,100
| +188% | +$1.57M | 0.22% | 144 |
|
|
2020
Q1 | $829K | Buy |
58,600
+45,072
| +333% | +$638K | 0.1% | 162 |
|
|
2019
Q4 | $223K | Buy |
+13,528
| New | +$223K | 0.02% | 208 |
|