SWM
Segment Wealth Management’s Garmin GRMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
103,883
-629
| -0.6% | -$131K | 1.38% | 18 |
|
|
2025
Q1 | $22.7M | Sell |
104,512
-209
| -0.2% | -$45.4K | 1.54% | 11 |
|
|
2024
Q4 | $21.6M | Sell |
104,721
-175
| -0.2% | -$36.1K | 1.47% | 11 |
|
|
2024
Q3 | $18.5M | Sell |
104,896
-3,163
| -3% | -$557K | 1.27% | 19 |
|
|
2024
Q2 | $17.6M | Sell |
108,059
-387
| -0.4% | -$63.1K | 1.3% | 19 |
|
|
2024
Q1 | $16.1M | Buy |
108,446
+3,736
| +4% | +$556K | 1.23% | 21 |
|
|
2023
Q4 | $13.5M | Buy |
104,710
+3,522
| +3% | +$453K | 1.19% | 24 |
|
|
2023
Q3 | $10.6M | Buy |
101,188
+2,690
| +3% | +$283K | 1.08% | 32 |
|
|
2023
Q2 | $10.3M | Sell |
98,498
-1,595
| -2% | -$166K | 1.06% | 35 |
|
|
2023
Q1 | $10.1M | Buy |
100,093
+3,934
| +4% | +$397K | 1.14% | 36 |
|
|
2022
Q4 | $8.87M | Buy |
96,159
+149
| +0.2% | +$13.8K | 1.03% | 41 |
|
|
2022
Q3 | $7.71M | Buy |
96,010
+10,945
| +13% | +$879K | 0.96% | 45 |
|
|
2022
Q2 | $8.36M | Buy |
85,065
+8,552
| +11% | +$840K | 1.06% | 42 |
|
|
2022
Q1 | $9.08M | Buy |
76,513
+8,070
| +12% | +$957K | 0.94% | 41 |
|
|
2021
Q4 | $9.32M | Sell |
68,443
-260
| -0.4% | -$35.4K | 0.98% | 37 |
|
|
2021
Q3 | $10.7M | Sell |
68,703
-254
| -0.4% | -$39.5K | 1.27% | 17 |
|
|
2021
Q2 | $9.97M | Buy |
68,957
+1,543
| +2% | +$223K | 1.18% | 20 |
|
|
2021
Q1 | $8.89M | Buy |
67,414
+440
| +0.7% | +$58K | 1.18% | 22 |
|
|
2020
Q4 | $8.01M | Sell |
66,974
-3,855
| -5% | -$461K | 1.16% | 26 |
|
|
2020
Q3 | $6.72M | Buy |
70,829
+592
| +0.8% | +$56.2K | 1.09% | 35 |
|
|
2020
Q2 | $6.85M | Buy |
70,237
+952
| +1% | +$92.8K | 1.27% | 18 |
|
|
2020
Q1 | $5.19M | Buy |
69,285
+2,857
| +4% | +$214K | 1.16% | 30 |
|
|
2019
Q4 | $6.48M | Buy |
66,428
+112
| +0.2% | +$10.9K | 1.09% | 22 |
|
|
2019
Q3 | $5.62M | Buy |
66,316
+1,668
| +3% | +$141K | 1.1% | 27 |
|
|
2019
Q2 | $5.16M | Buy |
64,648
+966
| +2% | +$77.1K | 1.05% | 32 |
|
|
2019
Q1 | $5.5M | Buy |
63,682
+355
| +0.6% | +$30.7K | 1.16% | 21 |
|
|
2018
Q4 | $4.01M | Buy |
63,327
+2,838
| +5% | +$180K | 1.01% | 35 |
|
|
2018
Q3 | $4.24M | Buy |
60,489
+254
| +0.4% | +$17.8K | 0.92% | 35 |
|
|
2018
Q2 | $3.67M | Buy |
60,235
+905
| +2% | +$55.2K | 0.87% | 48 |
|
|
2018
Q1 | $3.5M | Sell |
59,330
-145
| -0.2% | -$8.54K | 0.87% | 48 |
|
|
2017
Q4 | $3.54M | Buy |
59,475
+1,397
| +2% | +$83.2K | 0.86% | 43 |
|
|
2017
Q3 | $3.13M | Buy |
58,078
+8,790
| +18% | +$474K | 0.83% | 48 |
|
|
2017
Q2 | $2.52M | Buy |
49,288
+3,288
| +7% | +$168K | 0.69% | 60 |
|
|
2017
Q1 | $2.35M | Buy |
46,000
+220
| +0.5% | +$11.2K | 0.77% | 53 |
|
|
2016
Q4 | $2.22M | Buy |
45,780
+328
| +0.7% | +$15.9K | 0.81% | 47 |
|
|
2016
Q3 | $2.19M | Buy |
+45,452
| New | +$2.19M | 0.86% | 45 |
|