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Congress Asset Management’s Southwest Gas SWX Stock Holding History

Congress Asset Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53,716
Closed -$3.76M – 379
2021
Q4 		$3.76M Buy
53,716
+5,451
+11% +$376K 0.03% 245
2021
Q3 		$3.23M Sell
48,265
-3,979
-8% -$278K 0.03% 244
2021
Q2 		$3.46M Buy
52,244
+7,967
+18% +$544K 0.03% 242
2021
Q1 		$3.04M Buy
44,277
+5,470
+14% +$347K 0.03% 237
2020
Q4 		$2.36M Buy
38,807
+660
+2% +$43.5K 0.02% 232
2020
Q3 		$2.41M Sell
38,147
-6,545
-15% -$437K 0.03% 221
2020
Q2 		$3.09M Buy
44,692
+4,775
+12% +$347K 0.04% 200
2020
Q1 		$2.78M Buy
39,917
+17,400
+77% +$1.25M 0.04% 186
2019
Q4 		$1.71M Sell
22,517
-6,240
-22% -$507K 0.02% 262
2019
Q3 		$2.62M Sell
28,757
-2,895
-9% -$260K 0.03% 246
2019
Q2 		$2.84M Hold
31,652
– – 0.04% 248
2019
Q1 		$2.6M Sell
31,652
-525
-2% -$42K 0.03% 248
2018
Q4 		$2.46M Buy
32,177
+1,355
+4% +$109K 0.04% 251
2018
Q3 		$2.44M Buy
30,822
+2,855
+10% +$226K 0.03% 263
2018
Q2 		$2.13M Sell
27,967
-785
-3% -$57.3K 0.03% 262
2018
Q1 		$1.94M Buy
28,752
+534
+2% +$37.9K 0.03% 267
2017
Q4 		$2.27M Sell
28,218
-495
-2% -$40.2K 0.03% 253
2017
Q3 		$2.23M Buy
+28,713
New +$2.27M 0.03% 242

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ZP
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