Morgan Stanley’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
28,882
-37,797
| -57% | -$557K | ﹤0.01% | 5539 |
|
|
2025
Q1 | $919K | Buy |
66,679
+6,477
| +11% | +$89.3K | ﹤0.01% | 5039 |
|
|
2024
Q4 | $757K | Buy |
60,202
+12,391
| +26% | +$156K | ﹤0.01% | 5229 |
|
|
2024
Q3 | $655K | Buy |
47,811
+5,070
| +12% | +$69.5K | ﹤0.01% | 5274 |
|
|
2024
Q2 | $575K | Sell |
42,741
-7,200
| -14% | -$96.9K | ﹤0.01% | 5229 |
|
|
2024
Q1 | $689K | Sell |
49,941
-58,816
| -54% | -$812K | ﹤0.01% | 5163 |
|
|
2023
Q4 | $1.51M | Buy |
108,757
+85,298
| +364% | +$1.18M | ﹤0.01% | 5100 |
|
|
2023
Q3 | $293K | Sell |
23,459
-15,014
| -39% | -$187K | ﹤0.01% | 5414 |
|
|
2023
Q2 | $510K | Sell |
38,473
-9,431
| -20% | -$125K | ﹤0.01% | 5200 |
|
|
2023
Q1 | $678K | Buy |
47,904
+15,296
| +47% | +$216K | ﹤0.01% | 5078 |
|
|
2022
Q4 | $456K | Buy |
32,608
+11,883
| +57% | +$166K | ﹤0.01% | 5296 |
|
|
2022
Q3 | $280K | Buy |
20,725
+17,477
| +538% | +$236K | ﹤0.01% | 5565 |
|
|
2022
Q2 | $45K | Buy |
3,248
+2,626
| +422% | +$36.4K | ﹤0.01% | 6665 |
|
|
2022
Q1 | $8K | Buy |
622
+64
| +11% | +$823 | ﹤0.01% | 7475 |
|
|
2021
Q4 | $8K | Buy |
558
+285
| +104% | +$4.09K | ﹤0.01% | 7539 |
|
|
2021
Q3 | $4K | Sell |
273
-155
| -36% | -$2.27K | ﹤0.01% | 7555 |
|
|
2021
Q2 | $7K | Buy |
428
+33
| +8% | +$540 | ﹤0.01% | 7326 |
|
|
2021
Q1 | $4K | Sell |
395
-3,248
| -89% | -$32.9K | ﹤0.01% | 7159 |
|
|
2020
Q4 | $42K | Buy |
3,643
+2,941
| +419% | +$33.9K | ﹤0.01% | 6206 |
|
|
2020
Q3 | $8K | Sell |
702
-1,009
| -59% | -$11.5K | ﹤0.01% | 6338 |
|
|
2020
Q2 | $16K | Buy |
1,711
+1,459
| +579% | +$13.6K | ﹤0.01% | 6054 |
|
|
2020
Q1 | $2K | Buy |
+252
| New | +$2K | ﹤0.01% | 6406 |
|