AssetMark Inc’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $267K | Buy |
3,073
+39
| +1% | +$3.33K | ﹤0.01% | 1280 |
|
|
2025
Q4 | $243K | Sell |
3,034
-125
| -4% | -$10K | ﹤0.01% | 1256 |
|
|
2025
Q3 | $247K | Buy |
3,159
+56
| +2% | +$4.36K | ﹤0.01% | 1222 |
|
|
2025
Q2 | $231K | Buy |
3,103
+671
| +28% | +$48.4K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $175K | Sell |
2,432
-290
| -11% | -$21.5K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $192K | Sell |
2,722
-69
| -2% | -$5.13K | ﹤0.01% | 1103 |
|
|
2024
Q3 | $206K | Sell |
2,791
-229
| -8% | -$16.5K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $213K | Buy |
3,020
+246
| +9% | +$18.4K | ﹤0.01% | 984 |
|
|
2024
Q1 | $211K | Sell |
2,774
-378
| -12% | -$24.5K | ﹤0.01% | 939 |
|
|
2023
Q4 | $200K | Buy |
3,152
+581
| +23% | +$34.9K | ﹤0.01% | 919 |
|
|
2023
Q3 | $155K | Buy |
2,571
+369
| +17% | +$23.5K | ﹤0.01% | 915 |
|
|
2023
Q2 | $140K | Buy |
2,202
+645
| +41% | +$38.1K | ﹤0.01% | 896 |
|
|
2023
Q1 | $97.2K | Buy |
1,557
+309
| +25% | +$19.7K | ﹤0.01% | 924 |
|
|
2022
Q4 | $77.2K | Buy |
1,248
+300
| +32% | +$20.4K | ﹤0.01% | 955 |
|
|
2022
Q3 | $66K | Buy |
948
+321
| +51% | +$26K | ﹤0.01% | 897 |
|
|
2022
Q2 | $55K | Buy |
627
+369
| +143% | +$32.6K | ﹤0.01% | 898 |
|
|
2022
Q1 | $20K | Buy |
+258
| New | +$18.1K | ﹤0.01% | 1077 |
|
|
2016
Q1 | – | Sell |
-185
| Closed | -$10K | – | 1396 |
|
|
2015
Q4 | $10K | Sell |
185
-13
| -7% | -$742 | ﹤0.01% | 886 |
|
|
2015
Q3 | $12K | Sell |
198
-1,602
| -89% | -$88.5K | ﹤0.01% | 469 |
|
|
2015
Q2 | $96K | Buy |
+1,800
| New | +$98.8K | ﹤0.01% | 422 |
|
Other funds holding SWX
CM
VPM
VCM
MC
