Creative Planning’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
Q3 | $375K | Buy |
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|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | $116K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.58K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $84K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $880K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q2 | $139K | Sell |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $453K | Buy |
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|
2016
Q2 | $424K | Buy |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $149K | Buy |
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|
2015
Q3 | $60K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $43K | Buy |
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|
2014
Q3 | $38K | Buy |
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|
2014
Q2 | $49K | Buy |
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|
2014
Q1 | $18K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $34K | Buy |
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|
2013
Q2 | $22K | Buy |
|