SOA Wealth 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 | $12K | Buy |
836
+11
| +1% | +$134 | ﹤0.01% | 563 |
|
|
2025
Q4 | $8.15K | Buy |
825
+10
| +1% | +$97 | ﹤0.01% | 621 |
|
|
2025
Q3 | $8.01K | Buy |
815
+13
| +2% | +$111 | ﹤0.01% | 633 |
|
|
2025
Q2 | $6.96K | Buy |
802
+12
| +2% | +$114 | ﹤0.01% | 631 |
|
|
2025
Q1 | $7.37K | Sell |
790
-809
| -51% | -$8.33K | ﹤0.01% | 597 |
|
|
2024
Q4 | $16.2K | Buy |
1,599
+16
| +1% | +$200 | ﹤0.01% | 486 |
|
|
2024
Q3 | $20.5K | Buy |
1,583
+13
| +0.8% | +$188 | ﹤0.01% | 446 |
|
|
2024
Q2 | $22.5K | Buy |
1,570
+11
| +0.7% | +$181 | ﹤0.01% | 425 |
|
|
2024
Q1 | $27.1K | Buy |
1,559
+14
| +0.9% | +$202 | 0.01% | 395 |
|
|
2023
Q4 | $21K | Buy |
1,545
+14
| +0.9% | +$193 | ﹤0.01% | 423 |
|
|
2023
Q3 | $19.8K | Buy |
1,531
+790
| +107% | +$9.87K | ﹤0.01% | 423 |
|
|
2023
Q2 | $9.66K | Hold |
741
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $9.12K | Buy |
741
+15
| +2% | +$160 | ﹤0.01% | 535 |
|
|
2022
Q4 | $6.3K | Buy |
726
+7
| +1% | +$74 | ﹤0.01% | 585 |
|
|
2022
Q3 | $7K | Buy |
719
+5
| +0.7% | +$66 | ﹤0.01% | 565 |
|
|
2022
Q2 | $9K | Buy |
714
+4
| +0.6% | +$58 | ﹤0.01% | 516 |
|
|
2022
Q1 | $10K | Buy |
710
+3
| +0.4% | +$50 | ﹤0.01% | 595 |
|
|
2021
Q4 | $12K | Hold |
707
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $14K | Buy |
707
+5
| +0.7% | +$120 | ﹤0.01% | 524 |
|
|
2021
Q2 | $24K | Buy |
702
+2
| +0.3% | +$42 | 0.01% | 426 |
|
|
2021
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $12K | Buy |
+700
| New | +$11.6K | ﹤0.01% | 485 |
|
Other funds holding SWBI
VCM
