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Golden State Wealth Management’s Smith & Wesson SWBI Stock Holding History

Golden State 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
2025
Q1 		– Sell
-426
Closed -$4.31K – 1642
2024
Q4 		$4.31K Buy
+426
New +$5.33K ﹤0.01% 1144

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Golden State Wealth Management's SWBI Position: Q1 2025 in Review

Golden State Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2025, closing a stake of 426 shares — an estimated $4.31K sold.

Golden State Wealth Management first reported a position in SWBI in Q4 2024 and held it in 1 quarter. The position peaked at $4.31K in Q4 2024. 175 funds tracked by Wall St. Rank hold SWBI as of Q1 2025.

  • Golden State Wealth Management reported no remaining Smith & Wesson position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 426 Smith & Wesson shares in Q1 2025, an estimated $4.31K.
  • Golden State Wealth Management first reported a position in Smith & Wesson in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Smith & Wesson position peaked at $4.31K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.