UBS Group’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
255,076
+99,213
| +64% | +$633K | ﹤0.01% | 3987 |
|
|
2025
Q1 | $1M | Sell |
155,863
-130,434
| -46% | -$839K | ﹤0.01% | 4189 |
|
|
2024
Q4 | $1.99M | Buy |
286,297
+244,475
| +585% | +$1.7M | ﹤0.01% | 3718 |
|
|
2024
Q3 | $284K | Buy |
41,822
+29,045
| +227% | +$198K | ﹤0.01% | 4450 |
|
|
2024
Q2 | $38.7K | Sell |
12,777
-28,648
| -69% | -$86.8K | ﹤0.01% | 5739 |
|
|
2024
Q1 | $164K | Sell |
41,425
-4,829
| -10% | -$19.1K | ﹤0.01% | 4826 |
|
|
2023
Q4 | $122K | Buy |
46,254
+14,581
| +46% | +$38.3K | ﹤0.01% | 4883 |
|
|
2023
Q3 | $88.7K | Buy |
31,673
+31,237
| +7,164% | +$87.5K | ﹤0.01% | 4789 |
|
|
2023
Q2 | $1.62K | Sell |
436
-18,441
| -98% | -$68.4K | ﹤0.01% | 6801 |
|
|
2023
Q1 | $54K | Buy |
18,877
+5,759
| +44% | +$16.5K | ﹤0.01% | 5318 |
|
|
2022
Q4 | $42.2K | Sell |
13,118
-50,236
| -79% | -$162K | ﹤0.01% | 5766 |
|
|
2022
Q3 | $227K | Buy |
63,354
+62,265
| +5,718% | +$223K | ﹤0.01% | 3962 |
|
|
2022
Q2 | $8K | Sell |
1,089
-3,304
| -75% | -$24.3K | ﹤0.01% | 7308 |
|
|
2022
Q1 | $58K | Sell |
4,393
-6,955
| -61% | -$91.8K | ﹤0.01% | 5336 |
|
|
2021
Q4 | $284K | Buy |
11,348
+10,313
| +996% | +$258K | ﹤0.01% | 4387 |
|
|
2021
Q3 | $17K | Hold |
1,035
| – | – | ﹤0.01% | 6213 |
|
|
2021
Q2 | $33K | Buy |
+1,035
| New | +$33K | ﹤0.01% | 5754 |
|