Creative Planning’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 | $134K | Buy |
|
|||||
|
2025
Q2 | $87.8K | Buy |
|
|||||
|
2025
Q1 | $88.1K | Buy |
|
|||||
|
2024
Q4 | $80.3K | Buy |
|
|||||
|
2024
Q3 | $77.6K | Buy |
|
|||||
|
2024
Q2 | $30.3K | Sell |
|
|||||
|
2024
Q1 | $40.8K | Buy |
|
|||||
|
2023
Q4 | $26.3K | Sell |
|
|||||
|
2023
Q3 | $28.5K | Buy |
|
|||||
|
2023
Q2 | $37.8K | Buy |
|
|||||
|
2023
Q1 | $28.6K | Sell |
|
|||||
|
2022
Q4 | $33.8K | Buy |
|
|||||
|
2022
Q3 | $36K | Buy |
|