Dimensional Fund Advisors’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 | $717K | Sell |
48,597
-10,047
| -17% | -$148K | ﹤0.01% | 2935 |
|
|
2025
Q1 | $808K | Hold |
58,644
| – | – | ﹤0.01% | 2917 |
|
|
2024
Q4 | $737K | Buy |
58,644
+4,186
| +8% | +$52.6K | ﹤0.01% | 2974 |
|
|
2024
Q3 | $746K | Buy |
54,458
+16,460
| +43% | +$225K | ﹤0.01% | 2958 |
|
|
2024
Q2 | $511K | Buy |
37,998
+17,532
| +86% | +$236K | ﹤0.01% | 3022 |
|
|
2024
Q1 | $283K | Hold |
20,466
| – | – | ﹤0.01% | 3141 |
|
|
2023
Q4 | $284K | Hold |
20,466
| – | – | ﹤0.01% | 3143 |
|
|
2023
Q3 | $255K | Sell |
20,466
-7
| -0% | -$87 | ﹤0.01% | 3174 |
|
|
2023
Q2 | $272K | Hold |
20,473
| – | – | ﹤0.01% | 3184 |
|
|
2023
Q1 | $290K | Buy |
20,473
+166
| +0.8% | +$2.35K | ﹤0.01% | 3130 |
|
|
2022
Q4 | $283 | Buy |
20,307
+5
| +0% | – | ﹤0.01% | 3152 |
|
|
2022
Q3 | $274K | Buy |
20,302
+3,946
| +24% | +$53.3K | ﹤0.01% | 3179 |
|
|
2022
Q2 | $226K | Buy |
16,356
+1,652
| +11% | +$22.8K | ﹤0.01% | 3235 |
|
|
2022
Q1 | $197K | Buy |
+14,704
| New | +$197K | ﹤0.01% | 3316 |
|