UBS Group’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
$402K Sell
2025
Q2
$1.63M Buy
2025
Q1
$1M Sell
2024
Q4
$1.99M Buy
2024
Q3
$284K Buy
2024
Q2
$38.7K Sell
2024
Q1
$164K Sell
2023
Q4
$122K Buy
2023
Q3
$88.7K Buy
2023
Q2
$1.62K Sell
2023
Q1
$54K Buy
2022
Q4
$42.2K Sell
2022
Q3
$227K Buy
2022
Q2
$8K Sell
2022
Q1
$58K Sell
2021
Q4
$284K Buy
2021
Q3
$17K Hold
2021
Q2
$33K Buy