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Dogwood Wealth Management’s Smith & Wesson SWBI Stock Holding History

Dogwood Wealth Management’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,500
Closed -$26K – 653
2024
Q1 		$26K Buy
+1,500
New +$21.6K 0.02% 146

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Dogwood Wealth Management's SWBI Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Smith & Wesson (SWBI) in Q2 2024, closing a stake of 1,500 shares — an estimated $26K sold.

Dogwood Wealth Management first reported a position in SWBI in Q1 2024 and held it in 1 quarter. The position peaked at $26K in Q1 2024. 194 funds tracked by Wall St. Rank hold SWBI as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Smith & Wesson position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 1,500 Smith & Wesson shares in Q2 2024, an estimated $26K.
  • Dogwood Wealth Management first reported a position in Smith & Wesson in Q1 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Smith & Wesson position peaked at $26K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.