IFP Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3K | Buy |
1,418
+80
| +6% | +$972 | ﹤0.01% | 2768 |
|
|
2025
Q4 | $13.2K | Sell |
1,338
-70
| -5% | -$676 | ﹤0.01% | 2928 |
|
|
2025
Q3 | $13.8K | Sell |
1,408
-303
| -18% | -$2.59K | ﹤0.01% | 2751 |
|
|
2025
Q2 | $14.9K | Buy |
1,711
+311
| +22% | +$2.95K | ﹤0.01% | 2705 |
|
|
2025
Q1 | $13.1K | Sell |
1,400
-203
| -13% | -$2.09K | ﹤0.01% | 2483 |
|
|
2024
Q4 | $16.2K | Buy |
1,603
+53
| +3% | +$664 | ﹤0.01% | 2343 |
|
|
2024
Q3 | $20.1K | Hold |
1,550
| – | – | ﹤0.01% | 2142 |
|
|
2024
Q2 | $22.2K | Buy |
1,550
+200
| +15% | +$3.28K | ﹤0.01% | 2034 |
|
|
2024
Q1 | $23.4K | Hold |
1,350
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q4 | $18.3K | Hold |
1,350
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q3 | $17.4K | Hold |
1,350
| – | – | ﹤0.01% | 2004 |
|
|
2023
Q2 | $17.6K | Hold |
1,350
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q1 | $18.4K | Sell |
1,350
-4
| -0.3% | -$43 | ﹤0.01% | 2054 |
|
|
2022
Q4 | $20K | Sell |
1,354
-1,290
| -49% | -$13.6K | ﹤0.01% | 2893 |
|
|
2022
Q3 | $38K | Hold |
2,644
| – | – | ﹤0.01% | 2595 |
|
|
2022
Q2 | $38K | Hold |
2,644
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q1 | $38K | Sell |
2,644
-156
| -6% | -$2.62K | ﹤0.01% | 2362 |
|
|
2021
Q4 | $50K | Sell |
2,800
-1,300
| -32% | -$26.8K | ﹤0.01% | 1557 |
|
|
2021
Q3 | $85K | Buy |
4,100
+1,045
| +34% | +$25.1K | ﹤0.01% | 1363 |
|
|
2021
Q2 | $107K | Buy |
3,055
+200
| +7% | +$4.19K | ﹤0.01% | 1211 |
|
|
2021
Q1 | $49K | Sell |
2,855
-6,840
| -71% | -$124K | ﹤0.01% | 1481 |
|
|
2020
Q4 | $173K | Buy |
9,695
+1,070
| +12% | +$17.7K | 0.01% | 864 |
|
|
2020
Q3 | $135K | Buy |
8,625
+3,545
| +70% | +$62.7K | 0.01% | 857 |
|
|
2020
Q2 | $79K | Buy |
5,080
+2,341
| +85% | +$21.7K | 0.01% | 1014 |
|
|
2020
Q1 | $15K | Buy |
2,739
+1,236
| +82% | +$8.75K | ﹤0.01% | 1617 |
|
|
2019
Q4 | $10K | Sell |
1,503
-1,281
| -46% | -$7.81K | ﹤0.01% | 1930 |
|
|
2019
Q3 | $12K | Buy |
+2,784
| New | +$16.8K | ﹤0.01% | 2000 |
|
|
2019
Q1 | $6K | Sell |
781
-2,081
| -73% | -$18.9K | ﹤0.01% | 1803 |
|
|
2018
Q4 | $28K | Sell |
2,862
-391
| -12% | -$4.06K | ﹤0.01% | 1945 |
|
|
2018
Q3 | $39K | Sell |
3,253
-390
| -11% | -$3.53K | ﹤0.01% | 2035 |
|
|
2018
Q2 | $34K | Sell |
3,643
-3,903
| -52% | -$35.1K | ﹤0.01% | 2149 |
|
|
2018
Q1 | $74K | Hold |
7,546
| – | – | ﹤0.01% | 1562 |
|
|
2017
Q4 | $74K | Sell |
7,546
-7,936
| -51% | -$85.8K | ﹤0.01% | 1574 |
|
|
2017
Q3 | $181K | Buy |
15,482
+2,101
| +16% | +$29.6K | 0.01% | 1199 |
|
|
2017
Q2 | $228K | Sell |
13,381
-10,792
| -45% | -$186K | 0.01% | 1052 |
|
|
2017
Q1 | $368K | Sell |
24,173
-8,865
| -27% | -$135K | 0.02% | 813 |
|
|
2016
Q4 | $535K | Buy |
33,038
+15,428
| +88% | +$285K | 0.03% | 590 |
|
|
2016
Q3 | $360K | Sell |
17,610
-907
| -5% | -$19.8K | 0.02% | 718 |
|
|
2016
Q2 | $387K | Buy |
18,517
+17,736
| +2,271% | +$317K | 0.02% | 652 |
|
|
2016
Q1 | $6K | Sell |
781
-8,987
| -92% | -$167K | ﹤0.01% | 1797 |
|
|
2015
Q4 | $165K | Buy |
+9,768
| New | +$144K | 0.01% | 928 |
|
Other funds holding SWBI
VCM
