JPMorgan Chase & Co’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6K | Sell |
3,771
-4,794
| -56% | -$70.7K | ﹤0.01% | 5059 |
|
|
2025
Q1 | $118K | Sell |
8,565
-7,021
| -45% | -$96.8K | ﹤0.01% | 4656 |
|
|
2024
Q4 | $196K | Buy |
15,586
+7,878
| +102% | +$99K | ﹤0.01% | 4537 |
|
|
2024
Q3 | $106K | Buy |
7,708
+5,332
| +224% | +$73.1K | ﹤0.01% | 4698 |
|
|
2024
Q2 | $32K | Sell |
2,376
-6,000
| -72% | -$80.8K | ﹤0.01% | 5044 |
|
|
2024
Q1 | $116K | Buy |
8,376
+3,660
| +78% | +$50.5K | ﹤0.01% | 4679 |
|
|
2023
Q4 | $65.5K | Buy |
4,716
+1,635
| +53% | +$22.7K | ﹤0.01% | 4930 |
|
|
2023
Q3 | $38.4K | Sell |
3,081
-937
| -23% | -$11.7K | ﹤0.01% | 4978 |
|
|
2023
Q2 | $53.3K | Buy |
4,018
+351
| +10% | +$4.66K | ﹤0.01% | 4846 |
|
|
2023
Q1 | $52K | Buy |
3,667
+597
| +19% | +$8.47K | ﹤0.01% | 4879 |
|
|
2022
Q4 | $43K | Buy |
3,070
+668
| +28% | +$9.36K | ﹤0.01% | 4793 |
|
|
2022
Q3 | $32K | Hold |
2,402
| – | – | ﹤0.01% | 4820 |
|
|
2022
Q2 | $33K | Buy |
+2,402
| New | +$33K | ﹤0.01% | 4953 |
|
|
2021
Q3 | – | Sell |
-372
| Closed | -$5K | – | 5734 |
|
|
2021
Q2 | $5K | Sell |
372
-12,899
| -97% | -$173K | ﹤0.01% | 5296 |
|
|
2021
Q1 | $153K | Buy |
13,271
+775
| +6% | +$8.94K | ﹤0.01% | 4546 |
|
|
2020
Q4 | $143K | Buy |
12,496
+7,779
| +165% | +$89K | ﹤0.01% | 4232 |
|
|
2020
Q3 | $51K | Buy |
4,717
+167
| +4% | +$1.81K | ﹤0.01% | 4273 |
|
|
2020
Q2 | $43K | Buy |
+4,550
| New | +$43K | ﹤0.01% | 4259 |
|