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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $175K | Sell |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $97.2K | Buy |
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|
2022
Q4 | $77.2K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $12K | Sell |
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|
2015
Q2 | $96K | Buy |
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