Algert Global’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Sell
2024
Q3
$247K Buy
2023
Q2
Sell
2023
Q1
$389K Buy
2022
Q4
$234K Buy