Bank of New York Mellon’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 | $1.11M | Buy |
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|
2025
Q2 | $912K | Sell |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $499K | Buy |
|
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $886K | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.81M | Buy |
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