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Wealth Enhancement Advisory Services
SWX icon

Wealth Enhancement Advisory Services’s Southwest Gas SWX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$998K Buy
11,189
+3,444
+44% +$294K ﹤0.01% 1800
2025
Q4
$627K Buy
7,745
+1,314
+20% +$105K ﹤0.01% 2310
2025
Q3
$506K Buy
6,431
+725
+13% +$56.5K ﹤0.01% 2361
2025
Q2
$422K Buy
+5,706
New +$411K ﹤0.01% 2351

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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