UBS AM’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
166,660
+4,436
| +3% | +$378K | ﹤0.01% | 1020 |
|
|
2025
Q4 | $13M | Buy |
162,224
+6,089
| +4% | +$488K | ﹤0.01% | 1021 |
|
|
2025
Q3 | $12.2M | Sell |
156,135
-99,123
| -39% | -$7.72M | ﹤0.01% | 1005 |
|
|
2025
Q2 | $19M | Buy |
255,258
+64,406
| +34% | +$4.64M | ﹤0.01% | 1071 |
|
|
2025
Q1 | $13.7M | Buy |
190,852
+24,688
| +15% | +$1.83M | ﹤0.01% | 1107 |
|
|
2024
Q4 | $11.7M | Buy |
166,164
+38,510
| +30% | +$2.86M | ﹤0.01% | 1178 |
|
|
2024
Q3 | $9.42M | Buy |
127,654
+126
| +0.1% | +$9.1K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $8.98M | Buy |
127,528
+47,802
| +60% | +$3.58M | ﹤0.01% | 1189 |
|
|
2024
Q1 | $6.07M | Sell |
79,726
-10,930
| -12% | -$708K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $5.74M | Buy |
90,656
+3,879
| +4% | +$233K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $5.24M | Buy |
86,777
+3,554
| +4% | +$227K | ﹤0.01% | 1188 |
|
|
2023
Q2 | $5.2M | Hold |
83,223
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q1 | $5.2M | Sell |
83,223
-2,238
| -3% | -$143K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $5.29M | Sell |
85,461
-5,339
| -6% | -$363K | ﹤0.01% | 1150 |
|
|
2022
Q3 | $6.33M | Sell |
90,800
-13,129
| -13% | -$1.06M | ﹤0.01% | 1118 |
|
|
2022
Q2 | $9.05M | Buy |
103,929
+19,363
| +23% | +$1.71M | ﹤0.01% | 989 |
|
|
2022
Q1 | $6.62M | Buy |
84,566
+2,429
| +3% | +$170K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $5.75M | Buy |
82,137
+5,982
| +8% | +$412K | ﹤0.01% | 1359 |
|
|
2021
Q3 | $5.09M | Buy |
76,155
+2,720
| +4% | +$190K | ﹤0.01% | 1344 |
|
|
2021
Q2 | $4.86M | Buy |
73,435
+2,095
| +3% | +$143K | ﹤0.01% | 1379 |
|
|
2021
Q1 | $4.9M | Buy |
71,340
+4,454
| +7% | +$282K | ﹤0.01% | 1349 |
|
|
2020
Q4 | $4.06M | Sell |
66,886
-1,701
| -2% | -$112K | ﹤0.01% | 1384 |
|
|
2020
Q3 | $4.33M | Buy |
68,587
+4,382
| +7% | +$293K | ﹤0.01% | 1213 |
|
|
2020
Q2 | $4.43M | Sell |
64,205
-3,130
| -5% | -$228K | ﹤0.01% | 1163 |
|
|
2020
Q1 | $4.68M | Buy |
67,335
+2,234
| +3% | +$161K | ﹤0.01% | 1066 |
|
|
2019
Q4 | $4.95M | Sell |
65,101
-86
| -0.1% | -$6.99K | ﹤0.01% | 1193 |
|
|
2019
Q3 | $5.93M | Buy |
65,187
+8,192
| +14% | +$736K | ﹤0.01% | 1141 |
|
|
2019
Q2 | $5.11M | Buy |
56,995
+2,150
| +4% | +$183K | ﹤0.01% | 1200 |
|
|
2019
Q1 | $4.51M | Buy |
54,845
+12,729
| +30% | +$1.02M | ﹤0.01% | 1192 |
|
|
2018
Q4 | $3.22M | Buy |
42,116
+2,479
| +6% | +$199K | ﹤0.01% | 1244 |
|
|
2018
Q3 | $3.13M | Buy |
39,637
+1,932
| +5% | +$153K | ﹤0.01% | 1316 |
|
|
2018
Q2 | $2.88M | Buy |
37,705
+2,767
| +8% | +$202K | ﹤0.01% | 1357 |
|
|
2018
Q1 | $2.36M | Buy |
34,938
+6,382
| +22% | +$453K | ﹤0.01% | 1400 |
|
|
2017
Q4 | $2.3M | Sell |
28,556
-162
| -0.6% | -$13.2K | ﹤0.01% | 1373 |
|
|
2017
Q3 | $2.23M | Buy |
28,718
+2,393
| +9% | +$189K | ﹤0.01% | 1358 |
|
|
2017
Q2 | $1.92M | Sell |
26,325
-2,793
| -10% | -$223K | ﹤0.01% | 1386 |
|
|
2017
Q1 | $2.41M | Buy |
29,118
+1,445
| +5% | +$118K | ﹤0.01% | 1272 |
|
|
2016
Q4 | $2.12M | Sell |
27,673
-9,506
| -26% | -$686K | ﹤0.01% | 1267 |
|
|
2016
Q3 | $2.6M | Hold |
37,179
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q2 | $2.93M | Sell |
37,179
-86
| -0.2% | -$5.94K | ﹤0.01% | 1214 |
|
|
2016
Q1 | $2.45M | Sell |
37,265
-3,368
| -8% | -$203K | ﹤0.01% | 1289 |
|
|
2015
Q4 | $2.24M | Buy |
40,633
+2,742
| +7% | +$156K | ﹤0.01% | 1390 |
|
|
2015
Q3 | $2.21M | Buy |
37,891
+15,393
| +68% | +$851K | ﹤0.01% | 1379 |
|
|
2015
Q2 | $1.2M | Sell |
22,498
-1,800
| -7% | -$98.8K | ﹤0.01% | 1618 |
|
|
2015
Q1 | $1.41M | Buy |
24,298
+1,000
| +4% | +$59.1K | ﹤0.01% | 1499 |
|
|
2014
Q4 | $1.44M | Buy |
23,298
+4,700
| +25% | +$267K | ﹤0.01% | 1467 |
|
|
2014
Q3 | $903K | Hold |
18,598
| – | – | ﹤0.01% | 1603 |
|
|
2014
Q2 | $982K | Hold |
18,598
| – | – | ﹤0.01% | 1581 |
|
|
2014
Q1 | $994K | Sell |
18,598
-1,101
| -6% | -$59.1K | ﹤0.01% | 1571 |
|
|
2013
Q4 | $1.1M | Buy |
19,699
+3,800
| +24% | +$201K | ﹤0.01% | 1482 |
|
|
2013
Q3 | $795K | Hold |
15,899
| – | – | ﹤0.01% | 1590 |
|
|
2013
Q2 | $744K | Buy |
+15,899
| New | +$775K | ﹤0.01% | 1554 |
|
Other funds holding SWX
CM
VPM
VCM
MC
