Morgan Stanley’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
2025
Q1
$1.03M Buy
2024
Q4
$1.08M Sell
2024
Q3
$2.14M Buy
2024
Q2
$363K Sell
2024
Q1
$653K Sell
2023
Q4
$1.55M Buy
2023
Q3
$756K Buy
2023
Q2
$1,000K Buy
2023
Q1
$494K Sell
2022
Q4
$558K Sell
2022
Q3
$786K Sell
2022
Q2
$4.77M Buy
2022
Q1
$8.93M Buy
2021
Q4
$866K Buy
2021
Q3
$524K Sell
2021
Q2
$1.21M Buy