Morgan Stanley’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Buy |
574,312
+85,972
| +18% | +$6.4M | ﹤0.01% | 2073 |
|
|
2025
Q1 | $35.1M | Buy |
488,340
+26,638
| +6% | +$1.91M | ﹤0.01% | 2145 |
|
|
2024
Q4 | $32.6M | Sell |
461,702
-18,601
| -4% | -$1.32M | ﹤0.01% | 2252 |
|
|
2024
Q3 | $35.4M | Buy |
480,303
+87,632
| +22% | +$6.46M | ﹤0.01% | 2195 |
|
|
2024
Q2 | $27.6M | Buy |
392,671
+2,470
| +0.6% | +$174K | ﹤0.01% | 2318 |
|
|
2024
Q1 | $29.7M | Sell |
390,201
-528,559
| -58% | -$40.2M | ﹤0.01% | 2259 |
|
|
2023
Q4 | $58.2M | Sell |
918,760
-44,561
| -5% | -$2.82M | ﹤0.01% | 2280 |
|
|
2023
Q3 | $58.2M | Sell |
963,321
-5,527
| -0.6% | -$334K | 0.01% | 1430 |
|
|
2023
Q2 | $61.7M | Sell |
968,848
-5,013
| -0.5% | -$319K | 0.01% | 1410 |
|
|
2023
Q1 | $60.8M | Buy |
973,861
+91,803
| +10% | +$5.73M | 0.01% | 1383 |
|
|
2022
Q4 | $54.6M | Buy |
882,058
+524,625
| +147% | +$32.5M | 0.01% | 1422 |
|
|
2022
Q3 | $24.9M | Buy |
357,433
+177,608
| +99% | +$12.4M | ﹤0.01% | 1970 |
|
|
2022
Q2 | $15.7M | Sell |
179,825
-32,793
| -15% | -$2.86M | ﹤0.01% | 2557 |
|
|
2022
Q1 | $16.6M | Sell |
212,618
-1,609
| -0.8% | -$126K | ﹤0.01% | 2320 |
|
|
2021
Q4 | $15M | Sell |
214,227
-55,565
| -21% | -$3.89M | ﹤0.01% | 2481 |
|
|
2021
Q3 | $18M | Buy |
269,792
+79,063
| +41% | +$5.29M | ﹤0.01% | 2196 |
|
|
2021
Q2 | $12.6M | Buy |
190,729
+47,675
| +33% | +$3.16M | ﹤0.01% | 2712 |
|
|
2021
Q1 | $9.83M | Sell |
143,054
-94,386
| -40% | -$6.49M | ﹤0.01% | 2675 |
|
|
2020
Q4 | $14.4M | Buy |
237,440
+168,159
| +243% | +$10.2M | ﹤0.01% | 2134 |
|
|
2020
Q3 | $4.37M | Sell |
69,281
-6,368
| -8% | -$402K | ﹤0.01% | 2846 |
|
|
2020
Q2 | $5.22M | Sell |
75,649
-2,361
| -3% | -$163K | ﹤0.01% | 2613 |
|
|
2020
Q1 | $5.43M | Sell |
78,010
-171,522
| -69% | -$11.9M | ﹤0.01% | 2383 |
|
|
2019
Q4 | $19M | Buy |
249,532
+126,423
| +103% | +$9.6M | ﹤0.01% | 1704 |
|
|
2019
Q3 | $11.2M | Buy |
123,109
+58,649
| +91% | +$5.34M | ﹤0.01% | 2000 |
|
|
2019
Q2 | $5.78M | Sell |
64,460
-5,737
| -8% | -$514K | ﹤0.01% | 2774 |
|
|
2019
Q1 | $5.77M | Sell |
70,197
-72,324
| -51% | -$5.95M | ﹤0.01% | 2566 |
|
|
2018
Q4 | $10.9M | Sell |
142,521
-40,767
| -22% | -$3.12M | ﹤0.01% | 2035 |
|
|
2018
Q3 | $14.5M | Sell |
183,288
-29,911
| -14% | -$2.36M | ﹤0.01% | 2009 |
|
|
2018
Q2 | $16.3M | Sell |
213,199
-35,645
| -14% | -$2.72M | ﹤0.01% | 1847 |
|
|
2018
Q1 | $16.8M | Buy |
248,844
+16,683
| +7% | +$1.13M | ﹤0.01% | 1827 |
|
|
2017
Q4 | $18.7M | Buy |
232,161
+14,757
| +7% | +$1.19M | 0.01% | 1729 |
|
|
2017
Q3 | $16.9M | Buy |
217,404
+51,983
| +31% | +$4.03M | 0.01% | 1734 |
|
|
2017
Q2 | $12.1M | Sell |
165,421
-106,188
| -39% | -$7.76M | ﹤0.01% | 1989 |
|
|
2017
Q1 | $22.5M | Sell |
271,609
-65,464
| -19% | -$5.43M | 0.01% | 1453 |
|
|
2016
Q4 | $25.8M | Buy |
337,073
+176,097
| +109% | +$13.5M | 0.01% | 1318 |
|
|
2016
Q3 | $11.2M | Buy |
160,976
+80,735
| +101% | +$5.64M | ﹤0.01% | 1908 |
|
|
2016
Q2 | $6.32M | Sell |
80,241
-16,420
| -17% | -$1.29M | ﹤0.01% | 2391 |
|
|
2016
Q1 | $6.36M | Buy |
96,661
+32,976
| +52% | +$2.17M | ﹤0.01% | 2293 |
|
|
2015
Q4 | $3.51M | Sell |
63,685
-77,414
| -55% | -$4.27M | ﹤0.01% | 3003 |
|
|
2015
Q3 | $8.23M | Buy |
141,099
+14,305
| +11% | +$834K | ﹤0.01% | 2168 |
|
|
2015
Q2 | $6.75M | Buy |
126,794
+11,375
| +10% | +$605K | ﹤0.01% | 2516 |
|
|
2015
Q1 | $6.71M | Buy |
115,419
+8,449
| +8% | +$491K | ﹤0.01% | 2468 |
|
|
2014
Q4 | $6.61M | Sell |
106,970
-9,957
| -9% | -$615K | ﹤0.01% | 2453 |
|
|
2014
Q3 | $5.68M | Sell |
116,927
-25,235
| -18% | -$1.23M | ﹤0.01% | 2538 |
|
|
2014
Q2 | $7.51M | Buy |
142,162
+51,934
| +58% | +$2.74M | ﹤0.01% | 2285 |
|
|
2014
Q1 | $4.82M | Buy |
90,228
+26,906
| +42% | +$1.44M | ﹤0.01% | 2610 |
|
|
2013
Q4 | $3.54M | Sell |
63,322
-52,186
| -45% | -$2.92M | ﹤0.01% | 2905 |
|
|
2013
Q3 | $5.78M | Sell |
115,508
-136,119
| -54% | -$6.81M | ﹤0.01% | 2276 |
|
|
2013
Q2 | $11.8M | Buy |
+251,627
| New | +$11.8M | 0.01% | 1576 |
|