Clearstead Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322 | Buy |
37
+8
| +28% | +$70 | ﹤0.01% | 2530 |
|
|
2025
Q1 | $271 | Hold |
29
| – | – | ﹤0.01% | 2108 |
|
|
2024
Q4 | $294 | Hold |
29
| – | – | ﹤0.01% | 2012 |
|
|
2024
Q3 | $377 | Hold |
29
| – | – | ﹤0.01% | 1969 |
|
|
2024
Q2 | $416 | Hold |
29
| – | – | ﹤0.01% | 1945 |
|
|
2024
Q1 | $471 | Hold |
29
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q4 | $394 | Sell |
29
-29
| -50% | -$394 | ﹤0.01% | 1468 |
|
|
2023
Q3 | $750 | Buy |
58
+29
| +100% | +$375 | ﹤0.01% | 1470 |
|
|
2023
Q2 | $379 | Hold |
29
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q1 | $357 | Hold |
29
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q4 | $252 | Hold |
29
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 1440 |
|
|
2022
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1212 |
|