IFP Advisors’s SpringWorks Therapeutics SWTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,859
| Closed | -$331K | – | 5107 |
|
|
2025
Q2 | $331K | Buy |
6,859
+2,912
| +74% | +$130K | 0.01% | 1018 |
|
|
2025
Q1 | $174K | Sell |
3,947
-106
| -3% | -$4.88K | 0.01% | 1239 |
|
|
2024
Q4 | $146K | Buy |
4,053
+161
| +4% | +$5.63K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $125K | Sell |
3,892
-174
| -4% | -$6.5K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $153K | Buy |
4,066
+1,278
| +46% | +$53.8K | 0.01% | 1171 |
|
|
2024
Q1 | $137K | Sell |
2,788
-45
| -2% | -$2.08K | 0.01% | 1166 |
|
|
2023
Q4 | $103K | Sell |
2,833
-24
| -0.8% | -$626 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $66.1K | Buy |
2,857
+63
| +2% | +$1.72K | ﹤0.01% | 1442 |
|
|
2023
Q2 | $73.3K | Buy |
2,794
+665
| +31% | +$17.5K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $48.2K | Sell |
2,129
-8
| -0.4% | -$234 | ﹤0.01% | 1592 |
|
|
2022
Q4 | $51K | Buy |
2,137
+16
| +0.8% | +$394 | ﹤0.01% | 2243 |
|
|
2022
Q3 | $52K | Buy |
2,121
+69
| +3% | +$1.98K | ﹤0.01% | 2342 |
|
|
2022
Q2 | $51K | Hold |
2,052
| – | – | ﹤0.01% | 2167 |
|
|
2022
Q1 | $51K | Buy |
2,052
+288
| +16% | +$16.5K | ﹤0.01% | 2167 |
|
|
2021
Q4 | $110K | Buy |
1,764
+783
| +80% | +$51.8K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $65K | Buy |
+981
| New | +$75.6K | ﹤0.01% | 1479 |
|
