Bank of America’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.5K | Buy |
5,595
+615
| +12% | +$9.07K | ﹤0.01% | 5629 |
|
2025
Q1 | $68.6K | Sell |
4,980
-1,128
| -18% | -$15.5K | ﹤0.01% | 5649 |
|
2024
Q4 | $76.8K | Buy |
6,108
+655
| +12% | +$8.23K | ﹤0.01% | 5632 |
|
2024
Q3 | $74.7K | Buy |
5,453
+837
| +18% | +$11.5K | ﹤0.01% | 5557 |
|
2024
Q2 | $62.1K | Buy |
4,616
+733
| +19% | +$9.87K | ﹤0.01% | 5602 |
|
2024
Q1 | $53.6K | Sell |
3,883
-5,229
| -57% | -$72.2K | ﹤0.01% | 5625 |
|
2023
Q4 | $127K | Sell |
9,112
-1,785
| -16% | -$24.8K | ﹤0.01% | 5366 |
|
2023
Q3 | $136K | Buy |
10,897
+294
| +3% | +$3.67K | ﹤0.01% | 5242 |
|
2023
Q2 | $141K | Buy |
10,603
+1,799
| +20% | +$23.9K | ﹤0.01% | 5215 |
|
2023
Q1 | $125K | Buy |
8,804
+217
| +3% | +$3.07K | ﹤0.01% | 5375 |
|
2022
Q4 | $120K | Buy |
8,587
+4,554
| +113% | +$63.7K | ﹤0.01% | 5412 |
|
2022
Q3 | $54K | Buy |
4,033
+1,069
| +36% | +$14.3K | ﹤0.01% | 5802 |
|
2022
Q2 | $41K | Buy |
2,964
+2,924
| +7,310% | +$40.4K | ﹤0.01% | 6126 |
|
2022
Q1 | $0 | Sell |
40
-57
| -59% | – | ﹤0.01% | 7697 |
|
2021
Q4 | $1K | Sell |
97
-1,828
| -95% | -$18.8K | ﹤0.01% | 7207 |
|
2021
Q3 | $27K | Buy |
1,925
+806
| +72% | +$11.3K | ﹤0.01% | 6403 |
|
2021
Q2 | $15K | Sell |
1,119
-7,384
| -87% | -$99K | ﹤0.01% | 6394 |
|
2021
Q1 | $98K | Buy |
8,503
+4,318
| +103% | +$49.8K | ﹤0.01% | 5722 |
|
2020
Q4 | $48K | Buy |
4,185
+1,087
| +35% | +$12.5K | ﹤0.01% | 5584 |
|
2020
Q3 | $34K | Sell |
3,098
-4,967
| -62% | -$54.5K | ﹤0.01% | 5500 |
|
2020
Q2 | $76K | Buy |
8,065
+565
| +8% | +$5.32K | ﹤0.01% | 5229 |
|
2020
Q1 | $66K | Buy |
+7,500
| New | +$66K | ﹤0.01% | 5158 |
|