Ubs Group Ag First Western Financial Inc Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

A detailed history of Ubs Group Ag transactions in First Western Financial Inc stock. As of the latest transaction made, Ubs Group Ag holds 3,847 shares of MYFW stock, worth $78,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,847

Previous 8,424 54.33%

Holding current value

$78,632

Previous $143,000 46.85%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$15.61 - $20.03 $71,446 - $91,677	-4,577 Reduced 54.33%	3,847 $76,000
Q2 2024 Aug 13, 2024	BUY	$13.52 - $18.34 $6,070 - $8,234	449 Added 5.63%	8,424 $143,000
Q1 2024 May 13, 2024	BUY	$13.12 - $19.62 $1,062 - $1,589	81 Added 1.03%	7,975 $116,000
Q4 2023 Feb 09, 2024	BUY	$13.18 - $20.96 $45,207 - $71,892	3,430 Added 76.84%	7,894 $156,000
Q3 2023 Nov 09, 2023	SELL	$18.15 - $21.86 $2,178 - $2,623	-120 Reduced 2.62%	4,464 $81,000
Q2 2023 Aug 11, 2023	BUY	$14.29 - $19.68 $29,337 - $40,403	2,053 Added 81.11%	4,584 $85,000
Q1 2023 May 12, 2023	SELL	$19.17 - $27.36 $17,233 - $24,596	-899 Reduced 26.21%	2,531 $50,000
Q4 2022 Feb 08, 2023	BUY	$24.52 - $30.53 $84,103 - $104,717	3,430 New	3,430 $96,000
Q2 2022 Aug 10, 2022	SELL	$27.19 - $33.4 $30,180 - $37,074	-1,110 Reduced 81.68%	249 $7,000
Q1 2022 May 16, 2022	BUY	$30.9 - $33.45 $11,062 - $11,975	358 Added 35.76%	1,359 $42,000
Q4 2021 Feb 14, 2022	BUY	$28.06 - $31.82 $25,141 - $28,510	896 Added 853.33%	1,001 $30,000
Q3 2021 Nov 15, 2021	SELL	$24.62 - $29.4 $9,503 - $11,348	-386 Reduced 78.62%	105 $3,000
Q2 2021 Aug 13, 2021	SELL	$24.55 - $28.97 $81,604 - $96,296	-3,324 Reduced 87.13%	491 $13,000
Q1 2021 May 12, 2021	BUY	$18.04 - $29.47 $40,211 - $65,688	2,229 Added 140.54%	3,815 $95,000
Q4 2020 Feb 11, 2021	BUY	$12.5 - $19.94 $12,562 - $20,039	1,005 Added 172.98%	1,586 $31,000
Q3 2020 Nov 12, 2020	SELL	$12.05 - $14.88 $22,726 - $28,063	-1,886 Reduced 76.45%	581 $8,000
Q2 2020 Jul 31, 2020	BUY	$11.91 - $15.48 $29,381 - $38,189	2,467 New	2,467 $35,000
Q1 2020 May 01, 2020	SELL	$11.81 - $18.96 $12,317 - $19,775	-1,043 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$15.11 - $17.49 $73,993 - $85,648	-4,897 Reduced 82.44%	1,043 $17,000
Q3 2019 Nov 14, 2019	SELL	$13.11 - $17.29 $15,076 - $19,883	-1,150 Reduced 16.22%	5,940 $101,000
Q2 2019 Aug 14, 2019	BUY	$12.71 - $14.5 $3,228 - $3,683	254 Added 3.72%	7,090 $94,000
Q1 2019 May 14, 2019	SELL	$11.66 - $14.55 $6,051 - $7,551	-519 Reduced 7.06%	6,836 $89,000
Q4 2018 Feb 14, 2019	SELL	$10.96 - $16.6 $104,536 - $158,330	-9,538 Reduced 56.46%	7,355 $86,000
Q3 2018 Nov 14, 2018	BUY	$16.36 - $19.7 $276,369 - $332,792	16,893 New	16,893 $296,000

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.58M

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 $194M
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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