Wells Fargo’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 | $143K | Buy |
6,351
+365
| +6% | +$8.23K | ﹤0.01% | 4570 |
|
|
2025
Q1 | $118K | Buy |
5,986
+101
| +2% | +$1.99K | ﹤0.01% | 4575 |
|
|
2024
Q4 | $115K | Buy |
5,885
+1,110
| +23% | +$21.7K | ﹤0.01% | 4635 |
|
|
2024
Q3 | $95.5K | Sell |
4,775
-62
| -1% | -$1.24K | ﹤0.01% | 4650 |
|
|
2024
Q2 | $82.2K | Buy |
4,837
+408
| +9% | +$6.94K | ﹤0.01% | 4694 |
|
|
2024
Q1 | $64.6K | Buy |
4,429
+364
| +9% | +$5.31K | ﹤0.01% | 4779 |
|
|
2023
Q4 | $80.6K | Buy |
4,065
+488
| +14% | +$9.68K | ﹤0.01% | 4625 |
|
|
2023
Q3 | $64.9K | Sell |
3,577
-3,071
| -46% | -$55.7K | ﹤0.01% | 4698 |
|
|
2023
Q2 | $124K | Buy |
6,648
+1,649
| +33% | +$30.7K | ﹤0.01% | 4645 |
|
|
2023
Q1 | $99K | Buy |
4,999
+1,399
| +39% | +$27.7K | ﹤0.01% | 4528 |
|
|
2022
Q4 | $101K | Sell |
3,600
-767
| -18% | -$21.6K | ﹤0.01% | 4236 |
|
|
2022
Q3 | $107K | Sell |
4,367
-76
| -2% | -$1.86K | ﹤0.01% | 4277 |
|
|
2022
Q2 | $121K | Buy |
4,443
+51
| +1% | +$1.39K | ﹤0.01% | 4283 |
|
|
2022
Q1 | $137K | Buy |
4,392
+2,006
| +84% | +$62.6K | ﹤0.01% | 4863 |
|
|
2021
Q4 | $72K | Buy |
2,386
+2,350
| +6,528% | +$70.9K | ﹤0.01% | 5367 |
|
|
2021
Q3 | $1K | Sell |
36
-3
| -8% | -$83 | ﹤0.01% | 6414 |
|
|
2021
Q2 | $1K | Sell |
39
-26,077
| -100% | -$669K | ﹤0.01% | 6355 |
|
|
2021
Q1 | $653K | Buy |
26,116
+10,127
| +63% | +$253K | ﹤0.01% | 4246 |
|
|
2020
Q4 | $313K | Buy |
15,989
+2,159
| +16% | +$42.3K | ﹤0.01% | 4748 |
|
|
2020
Q3 | $179K | Buy |
13,830
+1,909
| +16% | +$24.7K | ﹤0.01% | 4839 |
|
|
2020
Q2 | $170K | Buy |
11,921
+5,195
| +77% | +$74.1K | ﹤0.01% | 4817 |
|
|
2020
Q1 | $90K | Buy |
6,726
+4,948
| +278% | +$66.2K | ﹤0.01% | 4912 |
|
|
2019
Q4 | $30K | Buy |
+1,778
| New | +$30K | ﹤0.01% | 5368 |
|