Zimmer Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3M | Sell |
905,332
-116,624
| -11% | -$8.68M | 1.47% | 18 |
|
|
2025
Q1 | $73.4M | Buy |
1,021,956
+111,341
| +12% | +$7.99M | 1.38% | 23 |
|
|
2024
Q4 | $64.4M | Buy |
910,615
+818,115
| +884% | +$57.8M | 1.11% | 26 |
|
|
2024
Q3 | $6.82M | Buy |
+92,500
| New | +$6.82M | 0.12% | 93 |
|
|
2022
Q4 | – | Sell |
-1,112,000
| Closed | -$77.6M | – | 103 |
|
|
2022
Q3 | $77.6M | Buy |
1,112,000
+16,410
| +1% | +$1.14M | 1.68% | 23 |
|
|
2022
Q2 | $95.4M | Sell |
1,095,590
-904,410
| -45% | -$78.8M | 1.99% | 19 |
|
|
2022
Q1 | $157M | Buy |
+2,000,000
| New | +$157M | 2.24% | 18 |
|