Mercer Global Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.68M | Buy |
19,296
+4,447
| +30% | +$379K | ﹤0.01% | 1279 |
|
|
2025
Q4 | $1.19M | Sell |
14,849
-860
| -5% | -$68.9K | ﹤0.01% | 1363 |
|
|
2025
Q3 | $1.23M | Buy |
15,709
+1,901
| +14% | +$148K | ﹤0.01% | 1268 |
|
|
2025
Q2 | $1.03M | Buy |
13,808
+1,125
| +9% | +$81.1K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $911K | Sell |
12,683
-2,278
| -15% | -$169K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $1.06M | Buy |
14,961
+3,052
| +26% | +$227K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $877K | Buy |
11,909
+87
| +0.7% | +$6.29K | ﹤0.01% | 1069 |
|
|
2024
Q2 | $832K | Buy |
11,822
+21
| +0.2% | +$1.57K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $898K | Buy |
11,801
+3,701
| +46% | +$240K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $513K | Buy |
8,100
+278
| +4% | +$16.7K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $473K | Sell |
7,822
-545
| -7% | -$34.8K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $533K | Sell |
8,367
-521
| -6% | -$30.8K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $555K | Buy |
8,888
+986
| +12% | +$62.8K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $489K | Buy |
7,902
+609
| +8% | +$41.4K | ﹤0.01% | 1217 |
|
|
2022
Q3 | $509K | Buy |
7,293
+144
| +2% | +$11.7K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $623K | Sell |
7,149
-1,011
| -12% | -$89.2K | ﹤0.01% | 1041 |
|
|
2022
Q1 | $639K | Sell |
8,160
-506
| -6% | -$35.5K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $607K | Sell |
8,666
-56
| -0.6% | -$3.86K | ﹤0.01% | 1115 |
|
|
2021
Q3 | $583K | Sell |
8,722
-12
| -0.1% | -$837 | ﹤0.01% | 1093 |
|
|
2021
Q2 | $578K | Sell |
8,734
-189
| -2% | -$12.9K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $613K | Sell |
8,923
-1,037
| -10% | -$65.7K | 0.01% | 992 |
|
|
2020
Q4 | $605K | Sell |
9,960
-338
| -3% | -$22.3K | 0.01% | 794 |
|
|
2020
Q3 | $650K | Buy |
10,298
+1,310
| +15% | +$87.6K | 0.01% | 691 |
|
|
2020
Q2 | $621K | Sell |
8,988
-402
| -4% | -$29.2K | 0.01% | 609 |
|
|
2020
Q1 | $653K | Buy |
9,390
+1,108
| +13% | +$79.6K | 0.01% | 587 |
|
|
2019
Q4 | $629K | Sell |
8,282
-239
| -3% | -$19.4K | 0.01% | 658 |
|
|
2019
Q3 | $775K | Sell |
8,521
-283
| -3% | -$25.4K | 0.02% | 558 |
|
|
2019
Q2 | $789K | Buy |
8,804
+94
| +1% | +$7.99K | 0.02% | 525 |
|
|
2019
Q1 | $716K | Buy |
+8,710
| New | +$696K | 0.03% | 514 |
|
Other funds holding SWX
CM
VPM
VCM
MC
