MAP
Moody Aldrich Partners’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
93,928
-34,245
| -27% | -$2.55M | 1.35% | 17 |
|
|
2025
Q1 | $9.2M | Sell |
128,173
-2,698
| -2% | -$194K | 1.93% | 6 |
|
|
2024
Q4 | $9.25M | Sell |
130,871
-3,702
| -3% | -$262K | 1.71% | 7 |
|
|
2024
Q3 | $9.93M | Buy |
134,573
+17,227
| +15% | +$1.27M | 1.81% | 2 |
|
|
2024
Q2 | $8.26M | Sell |
117,346
-7,649
| -6% | -$538K | 1.61% | 3 |
|
|
2024
Q1 | $9.52M | Sell |
124,995
-16,543
| -12% | -$1.26M | 1.62% | 8 |
|
|
2023
Q4 | $8.97M | Sell |
141,538
-8,692
| -6% | -$551K | 1.61% | 8 |
|
|
2023
Q3 | $9.08M | Buy |
150,230
+5,767
| +4% | +$348K | 1.72% | 8 |
|
|
2023
Q2 | $9.2M | Sell |
144,463
-404
| -0.3% | -$25.7K | 1.79% | 9 |
|
|
2023
Q1 | $9.05M | Buy |
144,867
+73,010
| +102% | +$4.56M | 1.83% | 6 |
|
|
2022
Q4 | $4.45M | Buy |
71,857
+10,383
| +17% | +$643K | 0.9% | 47 |
|
|
2022
Q3 | $4.29M | Buy |
+61,474
| New | +$4.29M | 0.88% | 51 |
|
|
2020
Q4 | – | Sell |
-79,939
| Closed | -$5.04M | – | 185 |
|
|
2020
Q3 | $5.04M | Buy |
79,939
+1,404
| +2% | +$88.6K | 1.06% | 37 |
|
|
2020
Q2 | $5.42M | Buy |
78,535
+11,275
| +17% | +$779K | 1.15% | 32 |
|
|
2020
Q1 | $4.68M | Buy |
67,260
+6,316
| +10% | +$439K | 1.41% | 24 |
|
|
2019
Q4 | $4.63M | Sell |
60,944
-52,569
| -46% | -$3.99M | 0.95% | 35 |
|
|
2019
Q3 | $10.3M | Buy |
113,513
+3,279
| +3% | +$299K | 2.75% | 3 |
|
|
2019
Q2 | $9.88M | Buy |
110,234
+66,441
| +152% | +$5.95M | 2.52% | 4 |
|
|
2019
Q1 | $3.6M | Buy |
43,793
+25,423
| +138% | +$2.09M | 1.01% | 46 |
|
|
2018
Q4 | $1.41M | Buy |
+18,370
| New | +$1.41M | 0.46% | 81 |
|