Morgan Stanley’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
223,909
+63,540
| +40% | +$405K | ﹤0.01% | 4913 |
|
|
2025
Q1 | $1.03M | Buy |
160,369
+5,820
| +4% | +$37.4K | ﹤0.01% | 4984 |
|
|
2024
Q4 | $1.08M | Sell |
154,549
-160,364
| -51% | -$1.12M | ﹤0.01% | 5051 |
|
|
2024
Q3 | $2.14M | Buy |
314,913
+195,083
| +163% | +$1.33M | ﹤0.01% | 4597 |
|
|
2024
Q2 | $363K | Sell |
119,830
-45,018
| -27% | -$136K | ﹤0.01% | 5434 |
|
|
2024
Q1 | $653K | Sell |
164,848
-425,382
| -72% | -$1.68M | ﹤0.01% | 5189 |
|
|
2023
Q4 | $1.55M | Buy |
590,230
+320,254
| +119% | +$842K | ﹤0.01% | 5079 |
|
|
2023
Q3 | $756K | Buy |
269,976
+497
| +0.2% | +$1.39K | ﹤0.01% | 4955 |
|
|
2023
Q2 | $1,000K | Buy |
269,479
+96,635
| +56% | +$359K | ﹤0.01% | 4828 |
|
|
2023
Q1 | $494K | Sell |
172,844
-474
| -0.3% | -$1.36K | ﹤0.01% | 5264 |
|
|
2022
Q4 | $558K | Sell |
173,318
-45,965
| -21% | -$148K | ﹤0.01% | 5188 |
|
|
2022
Q3 | $786K | Sell |
219,283
-469,396
| -68% | -$1.68M | ﹤0.01% | 5024 |
|
|
2022
Q2 | $4.77M | Buy |
688,679
+13,978
| +2% | +$96.9K | ﹤0.01% | 3814 |
|
|
2022
Q1 | $8.93M | Buy |
674,701
+640,111
| +1,851% | +$8.48M | ﹤0.01% | 3038 |
|
|
2021
Q4 | $866K | Buy |
34,590
+2,628
| +8% | +$65.8K | ﹤0.01% | 5174 |
|
|
2021
Q3 | $524K | Sell |
31,962
-6,006
| -16% | -$98.5K | ﹤0.01% | 5466 |
|
|
2021
Q2 | $1.21M | Buy |
+37,968
| New | +$1.21M | ﹤0.01% | 4966 |
|