UBS Group’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
Q3 | $136K | Sell |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $944K | Buy |
|
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|
2024
Q3 | $76.9K | Sell |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $157K | Buy |
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|
2023
Q3 | $81K | Sell |
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|
2023
Q2 | $85.3K | Buy |
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|
2023
Q1 | $50.1K | Sell |
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|
2022
Q4 | $96.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $42K | Buy |
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|
2021
Q4 | $30K | Buy |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $101K | Sell |
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|
2019
Q2 | $94K | Buy |
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|
2019
Q1 | $89K | Sell |
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|
2018
Q4 | $86K | Sell |
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|
2018
Q3 | $296K | Buy |
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