Ritholtz Wealth Management’s Latham Group SWIM Stock Holding History

Ritholtz Wealth Management’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$81.2K	Sell
2025 Q1	$98.8K	Sell
2024 Q4	$135K	Sell
2024 Q3	$136K	Buy
2024 Q2	$54.9K	Buy