Fidelity Investments’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.3M | Buy |
4,429,155
+1,148,585
| +35% | +$7.33M | ﹤0.01% | 1585 |
|
2025
Q1 | $21.1M | Buy |
3,280,570
+2,689,791
| +455% | +$17.3M | ﹤0.01% | 1658 |
|
2024
Q4 | $4.11M | Buy |
590,779
+583,540
| +8,061% | +$4.06M | ﹤0.01% | 2225 |
|
2024
Q3 | $49.2K | Buy |
7,239
+3,123
| +76% | +$21.2K | ﹤0.01% | 3787 |
|
2024
Q2 | $12.5K | Buy |
4,116
+2,540
| +161% | +$7.7K | ﹤0.01% | 4248 |
|
2024
Q1 | $6.24K | Sell |
1,576
-1,110
| -41% | -$4.4K | ﹤0.01% | 4431 |
|
2023
Q4 | $7.06K | Buy |
2,686
+937
| +54% | +$2.46K | ﹤0.01% | 4345 |
|
2023
Q3 | $4.9K | Buy |
1,749
+968
| +124% | +$2.71K | ﹤0.01% | 4334 |
|
2023
Q2 | $2.9K | Sell |
781
-370
| -32% | -$1.37K | ﹤0.01% | 4506 |
|
2023
Q1 | $3.29K | Buy |
1,151
+143
| +14% | +$409 | ﹤0.01% | 4496 |
|
2022
Q4 | $3.25K | Buy |
1,008
+317
| +46% | +$1.02K | ﹤0.01% | 4386 |
|
2022
Q3 | $2K | Buy |
691
+583
| +540% | +$1.69K | ﹤0.01% | 4596 |
|
2022
Q2 | $1K | Sell |
108
-253
| -70% | -$2.34K | ﹤0.01% | 4800 |
|
2022
Q1 | $5K | Buy |
+361
| New | +$5K | ﹤0.01% | 4450 |
|
2021
Q3 | – | Sell |
-1,396,100
| Closed | -$44.6M | – | 4999 |
|
2021
Q2 | $44.6M | Buy |
+1,396,100
| New | +$44.6M | ﹤0.01% | 1493 |
|