Global Retirement Partners’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
$2.1K Buy
+242
New +$2.1K ﹤0.01% 3220
2023
Q1
Sell
-1
Closed -$9 3330
2022
Q4
$9 Hold
1
﹤0.01% 3015
2022
Q3
$0 Hold
1
﹤0.01% 2961
2022
Q2
$0 Hold
1
﹤0.01% 2873
2022
Q1
$0 Hold
1
﹤0.01% 2771
2021
Q4
$0 Hold
1
﹤0.01% 1613
2021
Q3
$0 Hold
1
﹤0.01% 2054
2021
Q2
$0 Hold
1
﹤0.01% 1933
2021
Q1
$0 Hold
1
﹤0.01% 1889
2020
Q4
$0 Hold
1
﹤0.01% 1791
2020
Q3
$0 Hold
1
﹤0.01% 1711
2020
Q2
$0 Sell
1
-163
-99% ﹤0.01% 1718
2020
Q1
$1K Hold
164
﹤0.01% 1526
2019
Q4
$1K Hold
164
﹤0.01% 1565
2019
Q3
$1K Hold
164
﹤0.01% 1550
2019
Q2
$1K Hold
164
﹤0.01% 1545
2019
Q1
$1K Hold
164
﹤0.01% 1484
2018
Q4
$2K Hold
164
﹤0.01% 1353
2018
Q3
$2K Buy
164
+1
+0.6% +$12 ﹤0.01% 1419
2018
Q2
$2K Hold
163
﹤0.01% 1408
2018
Q1
$1K Hold
163
﹤0.01% 1442
2017
Q4
$2K Buy
163
+33
+25% +$405 ﹤0.01% 1338
2017
Q3
$2K Hold
130
﹤0.01% 1138
2017
Q2
$2K Hold
130
﹤0.01% 1073
2017
Q1
$2K Hold
130
﹤0.01% 1032
2016
Q4
$2K Buy
+130
New +$2K ﹤0.01% 974