Punch & Associates Investment Management, Inc. First Western Financial Inc Transaction History

Punch & Associates Investment Management, Inc.

$1.62 Billion
Q2 2024

A detailed history of Punch & Associates Investment Management, Inc. transactions in First Western Financial Inc stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 338,837 shares of MYFW stock, worth $6.78 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

338,837

Previous 346,915 2.33%

Holding current value

$6.78 Million

Previous $5.06 Million 13.88%

% of portfolio

0.36%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$13.52 - $18.34 $109,214 - $148,150	-8,078 Reduced 2.33%	338,837 $5.76 Million
Q1 2024 May 15, 2024	BUY	$13.12 - $19.62 $1.04 Million - $1.56 Million	79,545 Added 29.75%	346,915 $5.06 Million
Q4 2023 Feb 15, 2024	BUY	$13.18 - $20.96 $3.52 Million - $5.6 Million	267,370 New	267,370 $5.3 Million
Q3 2023 Oct 26, 2023	BUY	$18.15 - $21.86 $408,302 - $491,762	22,496 Added 8.54%	286,037 $5.19 Million
Q2 2023 Aug 14, 2023	BUY	$14.29 - $19.68 $303,119 - $417,452	21,212 Added 8.75%	263,541 $4.9 Million
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $234,391 - $334,530	12,227 Added 5.31%	242,329 $4.8 Million
Q4 2022 Feb 14, 2023	BUY	$24.52 - $30.53 $51,492 - $64,113	2,100 Added 0.92%	230,102 $6.48 Million
Q3 2022 Nov 14, 2022	BUY	$24.65 - $29.4 $483,189 - $576,298	19,602 Added 9.41%	228,002 $5.62 Million
Q2 2022 Aug 15, 2022	SELL	$27.19 - $33.4 $704,221 - $865,060	-25,900 Reduced 11.05%	208,400 $5.67 Million
Q4 2021 Feb 15, 2022	BUY	$28.06 - $31.82 $213,256 - $241,832	7,600 Added 3.35%	234,300 $7.11 Million
Q3 2021 Nov 15, 2021	BUY	$24.62 - $29.4 $118,176 - $141,120	4,800 Added 2.16%	226,700 $6.54 Million
Q2 2021 Sep 10, 2021	SELL	$24.55 - $28.97 $2.85 Million - $3.36 Million	-115,900 Reduced 34.31%	221,900 $5.75 Million
Q2 2021 Aug 16, 2021	BUY	$24.55 - $28.97 $2.85 Million - $3.36 Million	115,900 Added 52.23%	337,800 $8.75 Million
Q1 2021 May 18, 2021	SELL	$18.04 - $29.47 $633,204 - $1.03 Million	-35,100 Reduced 13.66%	221,900 $5.55 Million
Q4 2020 Feb 16, 2021	BUY	$12.5 - $19.94 $675,437 - $1.08 Million	54,035 Added 26.62%	257,000 $5.03 Million
Q3 2020 Nov 16, 2020	BUY	$12.05 - $14.88 $412,893 - $509,863	34,265 Added 20.31%	202,965 $2.63 Million
Q2 2020 Aug 14, 2020	BUY	$11.91 - $15.48 $1.31 Million - $1.7 Million	110,100 Added 187.88%	168,700 $2.4 Million
Q1 2020 May 15, 2020	BUY	$11.81 - $18.96 $532,300 - $854,565	45,072 Added 333.18%	58,600 $829,000
Q4 2019 Feb 14, 2020	BUY	$15.11 - $17.49 $204,408 - $236,604	13,528 New	13,528 $223,000

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.56M

Call Options Held

Put Options Held

View Full List

About First Western Financial Inc

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $190M
Description
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...

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Punch & Associates Investment Management, Inc. First Western Financial Inc Transaction History