UBS Group’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 | $34.2M | Buy |
393,500
+204,162
| +108% | +$17.4M | 0.01% | 2029 |
|
|
2025
Q4 | $15.2M | Sell |
189,338
-41,056
| -18% | -$3.29M | ﹤0.01% | 2863 |
|
|
2025
Q3 | $18M | Sell |
230,394
-21,564
| -9% | -$1.68M | ﹤0.01% | 2684 |
|
|
2025
Q2 | $18.7M | Buy |
251,958
+129,579
| +106% | +$9.34M | ﹤0.01% | 2427 |
|
|
2025
Q1 | $8.79M | Sell |
122,379
-90,111
| -42% | -$6.67M | ﹤0.01% | 3184 |
|
|
2024
Q4 | $15M | Buy |
212,490
+110,427
| +108% | +$8.21M | ﹤0.01% | 2645 |
|
|
2024
Q3 | $7.53M | Buy |
102,063
+55,028
| +117% | +$3.98M | ﹤0.01% | 2651 |
|
|
2024
Q2 | $3.31M | Sell |
47,035
-44,274
| -48% | -$3.32M | ﹤0.01% | 3249 |
|
|
2024
Q1 | $6.95M | Sell |
91,309
-21,972
| -19% | -$1.42M | ﹤0.01% | 2607 |
|
|
2023
Q4 | $7.18M | Buy |
113,281
+5,249
| +5% | +$316K | ﹤0.01% | 2387 |
|
|
2023
Q3 | $6.53M | Buy |
108,032
+63,086
| +140% | +$4.02M | ﹤0.01% | 2330 |
|
|
2023
Q2 | $2.86M | Sell |
44,946
-30,898
| -41% | -$1.83M | ﹤0.01% | 3167 |
|
|
2023
Q1 | $4.74M | Buy |
75,844
+35,199
| +87% | +$2.24M | ﹤0.01% | 2569 |
|
|
2022
Q4 | $2.52M | Buy |
40,645
+175
| +0.4% | +$11.9K | ﹤0.01% | 3163 |
|
|
2022
Q3 | $2.82M | Buy |
40,470
+3,554
| +10% | +$288K | ﹤0.01% | 2847 |
|
|
2022
Q2 | $3.21M | Sell |
36,916
-61,344
| -62% | -$5.41M | ﹤0.01% | 2737 |
|
|
2022
Q1 | $7.69M | Buy |
98,260
+29,794
| +44% | +$2.09M | ﹤0.01% | 2147 |
|
|
2021
Q4 | $4.8M | Buy |
68,466
+43,059
| +169% | +$2.97M | ﹤0.01% | 2866 |
|
|
2021
Q3 | $1.7M | Sell |
25,407
-5,612
| -18% | -$392K | ﹤0.01% | 3722 |
|
|
2021
Q2 | $2.05M | Sell |
31,019
-6,678
| -18% | -$456K | ﹤0.01% | 3559 |
|
|
2021
Q1 | $2.59M | Buy |
37,697
+496
| +1% | +$31.4K | ﹤0.01% | 3298 |
|
|
2020
Q4 | $2.26M | Buy |
37,201
+17,919
| +93% | +$1.18M | ﹤0.01% | 3302 |
|
|
2020
Q3 | $1.22M | Buy |
19,282
+166
| +0.9% | +$11.1K | ﹤0.01% | 3501 |
|
|
2020
Q2 | $1.32M | Buy |
19,116
+5,103
| +36% | +$371K | ﹤0.01% | 3273 |
|
|
2020
Q1 | $975K | Sell |
14,013
-77,306
| -85% | -$5.56M | ﹤0.01% | 3375 |
|
|
2019
Q4 | $6.94M | Buy |
91,319
+58,096
| +175% | +$4.72M | ﹤0.01% | 2274 |
|
|
2019
Q3 | $3.02M | Buy |
33,223
+4,089
| +14% | +$367K | ﹤0.01% | 2876 |
|
|
2019
Q2 | $2.61M | Sell |
29,134
-6,788
| -19% | -$577K | ﹤0.01% | 2903 |
|
|
2019
Q1 | $2.96M | Buy |
35,922
+2,277
| +7% | +$182K | ﹤0.01% | 2638 |
|
|
2018
Q4 | $2.57M | Buy |
33,645
+17,138
| +104% | +$1.38M | ﹤0.01% | 2782 |
|
|
2018
Q3 | $1.3M | Buy |
16,507
+2,048
| +14% | +$162K | ﹤0.01% | 3601 |
|
|
2018
Q2 | $1.1M | Sell |
14,459
-2,179
| -13% | -$159K | ﹤0.01% | 3704 |
|
|
2018
Q1 | $1.13M | Sell |
16,638
-2,578
| -13% | -$183K | ﹤0.01% | 3614 |
|
|
2017
Q4 | $1.55M | Buy |
19,216
+1,026
| +6% | +$83.3K | ﹤0.01% | 3414 |
|
|
2017
Q3 | $1.41M | Buy |
18,190
+2,691
| +17% | +$213K | ﹤0.01% | 3417 |
|
|
2017
Q2 | $1.13M | Sell |
15,499
-15,774
| -50% | -$1.26M | ﹤0.01% | 3506 |
|
|
2017
Q1 | $2.59M | Buy |
31,273
+4,283
| +16% | +$349K | ﹤0.01% | 2697 |
|
|
2016
Q4 | $2.07M | Buy |
26,990
+15,542
| +136% | +$1.12M | ﹤0.01% | 2884 |
|
|
2016
Q3 | $800K | Sell |
11,448
-1,214
| -10% | -$89.5K | ﹤0.01% | 3577 |
|
|
2016
Q2 | $997K | Buy |
12,662
+1,408
| +13% | +$97.3K | ﹤0.01% | 3382 |
|
|
2016
Q1 | $741K | Buy |
11,254
+891
| +9% | +$53.7K | ﹤0.01% | 3488 |
|
|
2015
Q4 | $571K | Sell |
10,363
-812
| -7% | -$46.3K | ﹤0.01% | 3841 |
|
|
2015
Q3 | $652K | Buy |
11,175
+622
| +6% | +$34.4K | ﹤0.01% | 3688 |
|
|
2015
Q2 | $561K | Sell |
10,553
-393
| -4% | -$21.6K | ﹤0.01% | 4021 |
|
|
2015
Q1 | $637K | Sell |
10,946
-1,759
| -14% | -$104K | ﹤0.01% | 3938 |
|
|
2014
Q4 | $785K | Buy |
+12,705
| New | +$721K | ﹤0.01% | 3765 |
|
Other funds holding SWX
CM
VPM
VCM
MC
