Wells Fargo’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Sell |
1,951
-493
| -20% | -$7.27K | ﹤0.01% | 5252 |
|
|
2025
Q1 | $33.7K | Buy |
2,444
+6
| +0.2% | +$83 | ﹤0.01% | 5067 |
|
|
2024
Q4 | $30.6K | Buy |
2,438
+531
| +28% | +$6.67K | ﹤0.01% | 5140 |
|
|
2024
Q3 | $26.1K | Sell |
1,907
-254
| -12% | -$3.48K | ﹤0.01% | 5160 |
|
|
2024
Q2 | $29.1K | Buy |
2,161
+185
| +9% | +$2.49K | ﹤0.01% | 5105 |
|
|
2024
Q1 | $27.3K | Buy |
1,976
+212
| +12% | +$2.93K | ﹤0.01% | 5098 |
|
|
2023
Q4 | $24.5K | Buy |
1,764
+257
| +17% | +$3.57K | ﹤0.01% | 5125 |
|
|
2023
Q3 | $18.8K | Sell |
1,507
-303
| -17% | -$3.78K | ﹤0.01% | 5259 |
|
|
2023
Q2 | $24K | Buy |
1,810
+1,011
| +127% | +$13.4K | ﹤0.01% | 5388 |
|
|
2023
Q1 | $11.3K | Buy |
+799
| New | +$11.3K | ﹤0.01% | 5502 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 7358 |
|
|
2022
Q3 | $0 | Sell |
11
-46
| -81% | – | ﹤0.01% | 6995 |
|
|
2022
Q2 | $1K | Buy |
57
+30
| +111% | +$526 | ﹤0.01% | 6304 |
|
|
2022
Q1 | $0 | Hold |
27
| – | – | ﹤0.01% | 7208 |
|
|
2021
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 7194 |
|
|
2021
Q3 | $0 | Sell |
27
-76
| -74% | – | ﹤0.01% | 7109 |
|
|
2021
Q2 | $1K | Sell |
103
-1,548
| -94% | -$15K | ﹤0.01% | 6390 |
|
|
2021
Q1 | $19K | Sell |
1,651
-1,081
| -40% | -$12.4K | ﹤0.01% | 5813 |
|
|
2020
Q4 | $31K | Buy |
2,732
+1,128
| +70% | +$12.8K | ﹤0.01% | 5519 |
|
|
2020
Q3 | $18K | Sell |
1,604
-707
| -31% | -$7.93K | ﹤0.01% | 5490 |
|
|
2020
Q2 | $22K | Buy |
+2,311
| New | +$22K | ﹤0.01% | 5379 |
|