HighMark Wealth Management’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 | $436 | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $468 | Hold |
50
| – | – | ﹤0.01% | 529 |
|
|
2024
Q4 | $507 | Hold |
50
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $651 | Hold |
50
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $720 | Hold |
50
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $871 | Hold |
50
| – | – | ﹤0.01% | 507 |
|
|
2023
Q4 | $681 | Hold |
50
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $648 | Hold |
50
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $654 | Hold |
50
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $618 | Hold |
50
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $436 | Hold |
50
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 488 |
|
|
2020
Q2 | – | Sell |
-869
| Closed | -$5K | – | 449 |
|
|
2020
Q1 | $5K | Buy |
869
+605
| +229% | +$3.48K | 0.01% | 239 |
|
|
2019
Q4 | $1K | Buy |
+264
| New | +$1K | ﹤0.01% | 376 |
|