NewEdge Advisors’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 | $6.18K | Buy |
711
+351
| +98% | +$3.05K | ﹤0.01% | 3355 |
|
|
2025
Q1 | $3.36K | Buy |
360
+3
| +0.8% | +$28 | ﹤0.01% | 3404 |
|
|
2024
Q4 | $3.61K | Buy |
357
+237
| +198% | +$2.4K | ﹤0.01% | 3320 |
|
|
2024
Q3 | $1.56K | Hold |
120
| – | – | ﹤0.01% | 3437 |
|
|
2024
Q2 | $1.72K | Hold |
120
| – | – | ﹤0.01% | 3368 |
|
|
2024
Q1 | $2.08K | Buy |
120
+20
| +20% | +$347 | ﹤0.01% | 3358 |
|
|
2023
Q4 | $1.36K | Hold |
100
| – | – | ﹤0.01% | 3408 |
|
|
2023
Q3 | $1.29K | Hold |
100
| – | – | ﹤0.01% | 3131 |
|
|
2023
Q2 | $1.3K | Sell |
100
-1
| -1% | -$13 | ﹤0.01% | 3195 |
|
|
2023
Q1 | $1.24K | Sell |
101
-500
| -83% | -$6.15K | ﹤0.01% | 3128 |
|
|
2022
Q4 | $4.34K | Buy |
+601
| New | +$4.34K | ﹤0.01% | 2638 |
|
|
2020
Q2 | – | Sell |
-17,238
| Closed | -$110K | – | 936 |
|
|
2020
Q1 | $110K | Buy |
+17,238
| New | +$110K | 0.01% | 739 |
|