Farmers & Merchants Investments Inc’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
2,326
-145
| -6% | -$10.8K | 0.01% | 313 |
|
|
2025
Q1 | $177K | Buy |
2,471
+19
| +0.8% | +$1.36K | 0.01% | 318 |
|
|
2024
Q4 | $173K | Hold |
2,452
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $181K | Sell |
2,452
-150
| -6% | -$11.1K | 0.01% | 323 |
|
|
2024
Q2 | $183K | Hold |
2,602
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $198K | Hold |
2,602
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $165K | Sell |
2,602
-2
| -0.1% | -$127 | 0.01% | 298 |
|
|
2023
Q3 | $157K | Sell |
2,604
-85
| -3% | -$5.14K | 0.01% | 298 |
|
|
2023
Q2 | $171K | Sell |
2,689
-500
| -16% | -$31.8K | 0.01% | 295 |
|
|
2023
Q1 | $199K | Hold |
3,189
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $197K | Sell |
3,189
-4
| -0.1% | -$248 | 0.01% | 288 |
|
|
2022
Q3 | $223K | Sell |
3,193
-19
| -0.6% | -$1.33K | 0.01% | 279 |
|
|
2022
Q2 | $280K | Sell |
3,212
-384
| -11% | -$33.5K | 0.01% | 260 |
|
|
2022
Q1 | $282K | Hold |
3,596
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $252K | Buy |
3,596
+500
| +16% | +$35K | 0.01% | 278 |
|
|
2021
Q3 | $207K | Sell |
3,096
-104
| -3% | -$6.95K | 0.01% | 275 |
|
|
2021
Q2 | $212K | Hold |
3,200
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $220K | Buy |
3,200
+26
| +0.8% | +$1.79K | 0.01% | 230 |
|
|
2020
Q4 | $193K | Sell |
3,174
-162
| -5% | -$9.85K | 0.01% | 230 |
|
|
2020
Q3 | $211K | Hold |
3,336
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $230K | Hold |
3,336
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $232K | Sell |
3,336
-500
| -13% | -$34.8K | 0.02% | 207 |
|
|
2019
Q4 | $291K | Hold |
3,836
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $349K | Sell |
3,836
-75
| -2% | -$6.82K | 0.02% | 201 |
|
|
2019
Q2 | $351K | Hold |
3,911
| – | – | 0.02% | 202 |
|
|
2019
Q1 | $322K | Hold |
3,911
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $299K | Hold |
3,911
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $309K | Hold |
3,911
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $298K | Hold |
3,911
| – | – | 0.02% | 208 |
|
|
2018
Q1 | $265K | Hold |
3,911
| – | – | 0.02% | 216 |
|
|
2017
Q4 | $315K | Sell |
3,911
-60
| -2% | -$4.83K | 0.02% | 212 |
|
|
2017
Q3 | $308K | Hold |
3,971
| – | – | 0.02% | 212 |
|
|
2017
Q2 | $290K | Buy |
3,971
+12
| +0.3% | +$876 | 0.02% | 214 |
|
|
2017
Q1 | $328K | Sell |
3,959
-311
| -7% | -$25.8K | 0.03% | 204 |
|
|
2016
Q4 | $327K | Sell |
4,270
-19
| -0.4% | -$1.46K | 0.03% | 209 |
|
|
2016
Q3 | $300K | Buy |
4,289
+53
| +1% | +$3.71K | 0.03% | 194 |
|
|
2016
Q2 | $333K | Sell |
4,236
-311
| -7% | -$24.4K | 0.04% | 177 |
|
|
2016
Q1 | $299K | Buy |
4,547
+287
| +7% | +$18.9K | 0.03% | 186 |
|
|
2015
Q4 | $235K | Sell |
4,260
-270
| -6% | -$14.9K | 0.03% | 200 |
|
|
2015
Q3 | $264K | Sell |
4,530
-30
| -0.7% | -$1.75K | 0.04% | 184 |
|
|
2015
Q2 | $243K | Sell |
4,560
-1,000
| -18% | -$53.3K | 0.03% | 191 |
|
|
2015
Q1 | $323K | Sell |
5,560
-500
| -8% | -$29K | 0.04% | 170 |
|
|
2014
Q4 | $375K | Sell |
6,060
-5
| -0.1% | -$309 | 0.05% | 166 |
|
|
2014
Q3 | $295K | Hold |
6,065
| – | – | 0.04% | 171 |
|
|
2014
Q2 | $320K | Hold |
6,065
| – | – | 0.04% | 172 |
|
|
2014
Q1 | $324K | Sell |
6,065
-50
| -0.8% | -$2.67K | 0.05% | 173 |
|
|
2013
Q4 | $342K | Sell |
6,115
-125
| -2% | -$6.99K | 0.05% | 175 |
|
|
2013
Q3 | $312K | Sell |
6,240
-250
| -4% | -$12.5K | 0.05% | 171 |
|
|
2013
Q2 | $304K | Buy |
+6,490
| New | +$304K | 0.05% | 176 |
|