SW Investment Management’s Biote Corp BTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300,000
| Closed | -$1.7M | – | 9 |
|
|
2024
Q4 | $1.7M | Sell |
300,000
-200,000
| -40% | -$1.13M | 0.4% | 13 |
|
|
2024
Q3 | $2.79M | Hold |
500,000
| – | – | 0.74% | 12 |
|
|
2024
Q2 | $3.74M | Hold |
500,000
| – | – | 1.19% | 10 |
|
|
2024
Q1 | $2.9M | Sell |
500,000
-175,000
| -26% | -$1.02M | 0.93% | 12 |
|
|
2023
Q4 | $3.33M | Buy |
675,000
+22,651
| +3% | +$112K | 1.15% | 10 |
|
|
2023
Q3 | $3.34M | Buy |
+652,349
| New | +$3.34M | 1.49% | 9 |
|