Wells Fargo’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
23,901
-418
| -2% | -$2.67K | ﹤0.01% | 4538 |
|
|
2025
Q1 | $156K | Buy |
24,319
+536
| +2% | +$3.45K | ﹤0.01% | 4411 |
|
|
2024
Q4 | $166K | Buy |
23,783
+4,931
| +26% | +$34.3K | ﹤0.01% | 4417 |
|
|
2024
Q3 | $128K | Buy |
18,852
+554
| +3% | +$3.77K | ﹤0.01% | 4482 |
|
|
2024
Q2 | $55.4K | Buy |
18,298
+3,965
| +28% | +$12K | ﹤0.01% | 4893 |
|
|
2024
Q1 | $56.8K | Sell |
14,333
-293,013
| -95% | -$1.16M | ﹤0.01% | 4829 |
|
|
2023
Q4 | $808K | Sell |
307,346
-246,189
| -44% | -$647K | ﹤0.01% | 3241 |
|
|
2023
Q3 | $1.55M | Sell |
553,535
-20,262
| -4% | -$56.7K | ﹤0.01% | 2779 |
|
|
2023
Q2 | $2.13M | Sell |
573,797
-4,734
| -0.8% | -$17.6K | ﹤0.01% | 2715 |
|
|
2023
Q1 | $1.65M | Buy |
578,531
+58,245
| +11% | +$167K | ﹤0.01% | 2837 |
|
|
2022
Q4 | $1.68M | Sell |
520,286
-89,518
| -15% | -$288K | ﹤0.01% | 2754 |
|
|
2022
Q3 | $2.19M | Sell |
609,804
-540,643
| -47% | -$1.94M | ﹤0.01% | 2512 |
|
|
2022
Q2 | $7.97M | Buy |
1,150,447
+243,667
| +27% | +$1.69M | ﹤0.01% | 1654 |
|
|
2022
Q1 | $12M | Buy |
906,780
+595,811
| +192% | +$7.89M | ﹤0.01% | 1616 |
|
|
2021
Q4 | $7.78M | Sell |
310,969
-4,926
| -2% | -$123K | ﹤0.01% | 1982 |
|
|
2021
Q3 | $5.18M | Buy |
315,895
+130,340
| +70% | +$2.14M | ﹤0.01% | 2675 |
|
|
2021
Q2 | $5.93M | Buy |
+185,555
| New | +$5.93M | ﹤0.01% | 2613 |
|