UBS AM’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Sell |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $117K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $167K | Hold |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $506K | Buy |
|