Ameriprise’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
28,136
-104,967
| -79% | -$670K | ﹤0.01% | 3796 |
|
|
2025
Q1 | $856K | Sell |
133,103
-1,439,462
| -92% | -$9.26M | ﹤0.01% | 3235 |
|
|
2024
Q4 | $10.9M | Sell |
1,572,565
-445,390
| -22% | -$3.1M | ﹤0.01% | 1726 |
|
|
2024
Q3 | $13.7M | Sell |
2,017,955
-653,927
| -24% | -$4.45M | ﹤0.01% | 1554 |
|
|
2024
Q2 | $8.1M | Buy |
2,671,882
+90,545
| +4% | +$274K | ﹤0.01% | 1932 |
|
|
2024
Q1 | $10.2M | Buy |
2,581,337
+117,820
| +5% | +$467K | ﹤0.01% | 1758 |
|
|
2023
Q4 | $6.48M | Buy |
2,463,517
+339,356
| +16% | +$893K | ﹤0.01% | 2148 |
|
|
2023
Q3 | $5.95M | Sell |
2,124,161
-863,952
| -29% | -$2.42M | ﹤0.01% | 2152 |
|
|
2023
Q2 | $11.1M | Buy |
2,988,113
+46,609
| +2% | +$173K | ﹤0.01% | 1683 |
|
|
2023
Q1 | $8.41M | Buy |
2,941,504
+478,099
| +19% | +$1.37M | ﹤0.01% | 1908 |
|
|
2022
Q4 | $7.93M | Buy |
2,463,405
+1,701,655
| +223% | +$5.48M | ﹤0.01% | 1940 |
|
|
2022
Q3 | $2.73M | Buy |
+761,750
| New | +$2.73M | ﹤0.01% | 2629 |
|
|
2021
Q3 | – | Sell |
-101,378
| Closed | -$3.24M | – | 3950 |
|
|
2021
Q2 | $3.24M | Buy |
+101,378
| New | +$3.24M | ﹤0.01% | 2711 |
|