UBS Group’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34K | Sell |
2,310
-3,869
| -63% | -$57K | ﹤0.01% | 6768 |
|
2025
Q1 | $85.1K | Buy |
6,179
+2,432
| +65% | +$33.5K | ﹤0.01% | 5896 |
|
2024
Q4 | $47.1K | Buy |
3,747
+1,743
| +87% | +$21.9K | ﹤0.01% | 6122 |
|
2024
Q3 | $27.5K | Buy |
2,004
+704
| +54% | +$9.65K | ﹤0.01% | 5961 |
|
2024
Q2 | $17.5K | Sell |
1,300
-3,532
| -73% | -$47.5K | ﹤0.01% | 6239 |
|
2024
Q1 | $66.7K | Sell |
4,832
-283
| -6% | -$3.91K | ﹤0.01% | 5225 |
|
2023
Q4 | $71K | Buy |
5,115
+2,306
| +82% | +$32K | ﹤0.01% | 5172 |
|
2023
Q3 | $35.1K | Hold |
2,809
| – | – | ﹤0.01% | 5381 |
|
2023
Q2 | $37.3K | Buy |
2,809
+465
| +20% | +$6.17K | ﹤0.01% | 5557 |
|
2023
Q1 | $33.2K | Buy |
2,344
+291
| +14% | +$4.12K | ﹤0.01% | 5636 |
|
2022
Q4 | $28.7K | Buy |
2,053
+1,152
| +128% | +$16.1K | ﹤0.01% | 6116 |
|
2022
Q3 | $12K | Sell |
901
-68
| -7% | -$906 | ﹤0.01% | 7080 |
|
2022
Q2 | $13K | Sell |
969
-234
| -19% | -$3.14K | ﹤0.01% | 6512 |
|
2022
Q1 | $16K | Sell |
1,203
-231
| -16% | -$3.07K | ﹤0.01% | 6709 |
|
2021
Q4 | $22K | Buy |
1,434
+1,303
| +995% | +$20K | ﹤0.01% | 6630 |
|
2021
Q3 | $2K | Sell |
131
-238
| -64% | -$3.63K | ﹤0.01% | 7832 |
|
2021
Q2 | $5K | Sell |
369
-1,023
| -73% | -$13.9K | ﹤0.01% | 7462 |
|
2021
Q1 | $16K | Sell |
1,392
-610
| -30% | -$7.01K | ﹤0.01% | 6557 |
|
2020
Q4 | $23K | Buy |
2,002
+647
| +48% | +$7.43K | ﹤0.01% | 5833 |
|
2020
Q3 | $15K | Sell |
1,355
-1,285
| -49% | -$14.2K | ﹤0.01% | 5661 |
|
2020
Q2 | $25K | Buy |
2,640
+2,378
| +908% | +$22.5K | ﹤0.01% | 5563 |
|
2020
Q1 | $2K | Buy |
+262
| New | +$2K | ﹤0.01% | 6714 |
|