Bank of America’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
Q3 | $153K | Sell |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.83M | Buy |
|
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $564K | Sell |
|
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $833K | Buy |
|
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $161K | Sell |
|
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|
2022
Q2 | $2.3M | Sell |
|
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $4.09M | Buy |
|