Dynamic Advisor Solutions’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Sell |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $221K | Buy |
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