First Western Trust Bank Incresed Positions in Q3 2024

First Western Trust Bank

  • $2.22 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
54.8K
+ 359.59%
$151.73 - $187.23 $8.31M - $10.3M
70K $12M
IWM
Ishares Russell 2000 ETF

ETFs
10.2K
+ 4.37%
$200.87 - $224.6 $2.06M - $2.3M
245K $54M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$610460.0 - $715910.0 $610K - $716K
2 $1.38M
LMT
Lockheed Martin Corp

Industrials
350
+ 13.65%
$460.3 - $584.56 $161K - $205K
2.92K $1.7M
MYFW
First Western Financial Inc

Financial Services
6.96K
+ 6.15%
$15.61 - $20.03 $109K - $139K
120K $2.4M
BMY
Bristol Myers Squibb CO

Healthcare
1.22K
+ 3.75%
$39.66 - $51.75 $48.4K - $63.2K
33.8K $1.75M
JNJ
Johnson & Johnson

Healthcare
214
+ 1.1%
$145.48 - $167.38 $31.1K - $35.8K
19.6K $3.18M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 8.64%
$160.76 - $177.82 $171K - $190K
13.4K $2.32M
XEL
Xcel Energy Inc

Utilities
916
+ 4.9%
$52.11 - $65.3 $47.7K - $59.8K
19.6K $1.28M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.48K
+ 53.55%
$127.29 - $141.5 $188K - $209K
4.24K $591K
XOM
Exxon Mobil Corp

Energy
1.17K
+ 8.74%
$109.72 - $119.0 $129K - $140K
14.6K $1.71M
TOWN
Towne Bank (Va)

Financial Services
745
+ 4.29%
$26.78 - $34.85 $20K - $26K
18.1K $599K
VO
Vanguard Mid Cap ETF

ETFs
299
+ 19.04%
$237.84 - $263.83 $71.1K - $78.9K
1.87K $493K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.02K
+ 141.0%
$128.47 - $280.94 $131K - $286K
1.74K $269K
IWP
Ishares Russell Mid Cap Growth

ETFs
232
+ 4.37%
$103.87 - $117.59 $24.1K - $27.3K
5.54K $649K
MO
Altria Group, Inc.

Consumer Defensive
342
+ 4.47%
$45.95 - $54.71 $15.7K - $18.7K
8K $408K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
120
+ 12.2%
$256.4 - $289.78 $30.8K - $34.8K
1.1K $313K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
51
+ 11.02%
$1024.09 - $1201.76 $52.2K - $61.3K
514 $540K
DE
Deere & CO

Industrials
60
+ 9.15%
$344.84 - $418.0 $20.7K - $25.1K
716 $298K
AMZN
Amazon Com Inc

Consumer Cyclical
473
+ 8.87%
$161.02 - $200.0 $76.2K - $94.6K
5.8K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
71
+ 1.28%
$64.35 - $75.71 $4.57K - $5.38K
5.63K $414K
CI
Cigna Corp

Healthcare
8
+ 0.28%
$319.12 - $367.1 $2.55K - $2.94K
2.82K $976K
AVGO
Broadcom Inc.

Technology
2.91K
+ 902.17%
$136.27 - $1745.86 $396K - $5.07M
3.23K $556K
NDSN
Nordson Corp

Industrials
8
+ 0.69%
$225.0 - $262.63 $1.8K - $2.1K
1.17K $306K
VZ
Verizon Communications Inc

Communication Services
325
+ 5.22%
$38.89 - $45.0 $12.6K - $14.6K
6.55K $294K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.56%
$2815.0 - $3212.87 $8.45K - $9.64K
120 $378K
TTEK
Tetra Tech Inc

Industrials
9.2K
+ 358.51%
$45.59 - $237.74 $420K - $2.19M
11.8K $554K
CMCSA
Comcast Corp

Communication Services
217
+ 3.28%
$37.33 - $41.78 $8.1K - $9.07K
6.84K $285K
TGT
Target Corp

Consumer Defensive
18
+ 0.88%
$133.47 - $159.25 $2.4K - $2.87K
2.07K $322K
NU
Nu Holdings Ltd.

Financial Services
39
+ 0.22%
$10.71 - $15.14 $418 - $590
17.6K $240K
AZN
Astrazeneca PLC

Healthcare
41
+ 0.65%
$76.67 - $87.62 $3.14K - $3.59K
6.31K $491K
Ge Healthcare Technologies Inc
8
+ 0.29%
N/A
2.81K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
15
+ 0.1%
$104.47 - $116.17 $1.57K - $1.74K
14.6K $1.58M
WFC
Wells Fargo & Company

Financial Services
70
+ 1.53%
$51.58 - $60.97 $3.61K - $4.27K
4.66K $263K
LLY
Eli Lilly & CO

Healthcare
7
+ 0.49%
$772.14 - $960.02 $5.4K - $6.72K
1.43K $1.27M
CVX
Chevron Corp

Energy
61
+ 1.32%
$137.88 - $161.97 $8.41K - $9.88K
4.68K $688K
MRK
Merck & Co., Inc.

Healthcare
115
+ 1.19%
$111.15 - $128.97 $12.8K - $14.8K
9.75K $1.11M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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