Wells Fargo’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
Q2 | $152K | Sell |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q2 | $55.4K | Buy |
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|
2024
Q1 | $56.8K | Sell |
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|
2023
Q4 | $808K | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $2.13M | Sell |
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|
2023
Q1 | $1.65M | Buy |
|
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $7.97M | Buy |
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|
2022
Q1 | $12M | Buy |
|
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|
2021
Q4 | $7.78M | Sell |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $5.93M | Buy |
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