Massachusetts Wealth Management’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 | $590K | Buy |
7,930
+65
| +0.8% | +$4.84K | 0.33% | 76 |
|
|
2025
Q1 | $565K | Sell |
7,865
-50
| -0.6% | -$3.59K | 0.39% | 67 |
|
|
2024
Q4 | $560K | Hold |
7,915
| – | – | 0.35% | 75 |
|
|
2024
Q3 | $584K | Sell |
7,915
-225
| -3% | -$16.6K | 0.37% | 71 |
|
|
2024
Q2 | $573K | Hold |
8,140
| – | – | 0.38% | 74 |
|
|
2024
Q1 | $620K | Hold |
8,140
| – | – | 0.44% | 70 |
|
|
2023
Q4 | $516K | Sell |
8,140
-50
| -0.6% | -$3.17K | 0.42% | 70 |
|
|
2023
Q3 | $495K | Sell |
8,190
-400
| -5% | -$24.2K | 0.45% | 67 |
|
|
2023
Q2 | $547K | Sell |
8,590
-150
| -2% | -$9.55K | 0.52% | 61 |
|
|
2023
Q1 | $546K | Sell |
8,740
-250
| -3% | -$15.6K | 0.56% | 58 |
|
|
2022
Q4 | $602K | Buy |
+8,990
| New | +$602K | 0.58% | 59 |
|