Clearstead Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322 | Buy |
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|
2025
Q1 | $271 | Hold |
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|
2024
Q4 | $294 | Hold |
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|
2024
Q3 | $377 | Hold |
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|
2024
Q2 | $416 | Hold |
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|
2024
Q1 | $471 | Hold |
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|
2023
Q4 | $394 | Sell |
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|
2023
Q3 | $750 | Buy |
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|
2023
Q2 | $379 | Hold |
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|
2023
Q1 | $357 | Hold |
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|
2022
Q4 | $252 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $1K | Buy |
|