Dynamic Advisor Solutions’s SWK Holdings SWKH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
22,532
-4,887
| -18% | -$72K | 0.01% | 712 |
|
|
2025
Q1 | $378K | Buy |
+27,419
| New | +$378K | 0.01% | 652 |
|
|
2024
Q4 | – | Sell |
-25,981
| Closed | -$356K | – | 819 |
|
|
2024
Q3 | $356K | Sell |
25,981
-1,507
| -5% | -$20.6K | 0.01% | 698 |
|
|
2024
Q2 | $370K | Sell |
27,488
-703
| -2% | -$9.46K | 0.01% | 704 |
|
|
2024
Q1 | $389K | Buy |
28,191
+89
| +0.3% | +$1.23K | 0.01% | 673 |
|
|
2023
Q4 | $390K | Sell |
28,102
-1,682
| -6% | -$23.3K | 0.01% | 636 |
|
|
2023
Q3 | $372K | Buy |
29,784
+3,312
| +13% | +$41.3K | 0.02% | 600 |
|
|
2023
Q2 | $351K | Buy |
26,472
+556
| +2% | +$7.38K | 0.02% | 587 |
|
|
2023
Q1 | $367K | Buy |
25,916
+128
| +0.5% | +$1.81K | 0.02% | 545 |
|
|
2022
Q4 | $360K | Buy |
25,788
+2,143
| +9% | +$30K | 0.02% | 515 |
|
|
2022
Q3 | $319K | Buy |
23,645
+4,045
| +21% | +$54.6K | 0.02% | 509 |
|
|
2022
Q2 | $271K | Buy |
19,600
+1,929
| +11% | +$26.7K | 0.02% | 564 |
|
|
2022
Q1 | $236K | Buy |
17,671
+1,603
| +10% | +$21.4K | 0.02% | 631 |
|
|
2021
Q4 | $250K | Buy |
16,068
+713
| +5% | +$11.1K | 0.02% | 618 |
|
|
2021
Q3 | $221K | Buy |
+15,355
| New | +$221K | 0.02% | 668 |
|