UHLMANN PRICE SECURITIES’s Swiss Helvetia Fund SWZ Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio SWZ Stock Details SWZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$679K	Buy
2025 Q2	$663K	Sell
2025 Q1	$1.33M	Buy
2024 Q4	$1.06M	Buy
2024 Q3	$892K	Buy