UBS Group’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 | $417K | Buy |
18,491
+4,331
| +31% | +$97.7K | ﹤0.01% | 4976 |
|
|
2025
Q1 | $278K | Sell |
14,160
-34,135
| -71% | -$671K | ﹤0.01% | 5085 |
|
|
2024
Q4 | $944K | Buy |
48,295
+44,448
| +1,155% | +$869K | ﹤0.01% | 4249 |
|
|
2024
Q3 | $76.9K | Sell |
3,847
-4,577
| -54% | -$91.5K | ﹤0.01% | 5350 |
|
|
2024
Q2 | $143K | Buy |
8,424
+449
| +6% | +$7.63K | ﹤0.01% | 4781 |
|
|
2024
Q1 | $116K | Buy |
7,975
+81
| +1% | +$1.18K | ﹤0.01% | 5000 |
|
|
2023
Q4 | $157K | Buy |
7,894
+3,430
| +77% | +$68K | ﹤0.01% | 4738 |
|
|
2023
Q3 | $81K | Sell |
4,464
-120
| -3% | -$2.18K | ﹤0.01% | 4851 |
|
|
2023
Q2 | $85.3K | Buy |
4,584
+2,053
| +81% | +$38.2K | ﹤0.01% | 5088 |
|
|
2023
Q1 | $50.1K | Sell |
2,531
-899
| -26% | -$17.8K | ﹤0.01% | 5374 |
|
|
2022
Q4 | $96.6K | Buy |
+3,430
| New | +$96.6K | ﹤0.01% | 5018 |
|
|
2022
Q3 | – | Sell |
-249
| Closed | -$7K | – | 9509 |
|
|
2022
Q2 | $7K | Sell |
249
-1,110
| -82% | -$31.2K | ﹤0.01% | 7467 |
|
|
2022
Q1 | $42K | Buy |
1,359
+358
| +36% | +$11.1K | ﹤0.01% | 5631 |
|
|
2021
Q4 | $30K | Buy |
1,001
+896
| +853% | +$26.9K | ﹤0.01% | 6292 |
|
|
2021
Q3 | $3K | Sell |
105
-386
| -79% | -$11K | ﹤0.01% | 7671 |
|
|
2021
Q2 | $13K | Sell |
491
-3,324
| -87% | -$88K | ﹤0.01% | 6692 |
|
|
2021
Q1 | $95K | Buy |
3,815
+2,229
| +141% | +$55.5K | ﹤0.01% | 5017 |
|
|
2020
Q4 | $31K | Buy |
1,586
+1,005
| +173% | +$19.6K | ﹤0.01% | 5599 |
|
|
2020
Q3 | $8K | Sell |
581
-1,886
| -76% | -$26K | ﹤0.01% | 6143 |
|
|
2020
Q2 | $35K | Buy |
+2,467
| New | +$35K | ﹤0.01% | 5324 |
|
|
2020
Q1 | – | Sell |
-1,043
| Closed | -$17K | – | 7137 |
|
|
2019
Q4 | $17K | Sell |
1,043
-4,897
| -82% | -$79.8K | ﹤0.01% | 5922 |
|
|
2019
Q3 | $101K | Sell |
5,940
-1,150
| -16% | -$19.6K | ﹤0.01% | 4844 |
|
|
2019
Q2 | $94K | Buy |
7,090
+254
| +4% | +$3.37K | ﹤0.01% | 4569 |
|
|
2019
Q1 | $89K | Sell |
6,836
-519
| -7% | -$6.76K | ﹤0.01% | 4361 |
|
|
2018
Q4 | $86K | Sell |
7,355
-9,538
| -56% | -$112K | ﹤0.01% | 4770 |
|
|
2018
Q3 | $296K | Buy |
+16,893
| New | +$296K | ﹤0.01% | 3963 |
|