Allspring Global Investments’s Swiss Helvetia Fund SWZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.9M Buy
2025
Q2
$12.2M Hold
2025
Q1
$17.8M Sell
2024
Q4
$14.7M Sell
2024
Q3
$19.2M Sell
2024
Q2
$17.5M Buy
2024
Q1
$16.1M Sell
2023
Q4
$17.1M Sell
2023
Q3
$16.1M Buy
2023
Q2
$14.8M Buy
2023
Q1
$12.1M Buy
2022
Q4
$10.4M Buy
2022
Q3
$8.11M Buy
2022
Q2
$9.22M Sell
2022
Q1
$10.9M Buy
2021
Q4
$11.6M Buy