Number of Shares
4,998
Previous 5,431 7.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
N/A
-433 Reduced 7.97%
4,998 $0
Q3 2025

Oct 15, 2025

SELL
N/A
-222 Reduced 3.93%
5,431 $0
Q2 2025

Jul 18, 2025

BUY
N/A
718 Added 14.55%
5,653 $0
Q1 2025

Apr 24, 2025

SELL
N/A
-152 Reduced 2.99%
4,935 $0
Q4 2024

Jan 22, 2025

BUY
N/A
5,087 New
5,087 $0
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.