Spire 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
$16.1K Buy
1,851
+15
+0.8% +$130 ﹤0.01% 1586
2025
Q1
$17.1K Buy
1,836
+16
+0.9% +$149 ﹤0.01% 1663
2024
Q4
$18.4K Buy
1,820
+10
+0.6% +$101 ﹤0.01% 1650
2024
Q3
$23.5K Buy
1,810
+9
+0.5% +$117 ﹤0.01% 1392
2024
Q2
$25.8K Sell
1,801
-1,146
-39% -$16.4K ﹤0.01% 1350
2024
Q1
$51.2K Hold
2,947
﹤0.01% 1206
2023
Q4
$38.7K Sell
2,947
-381
-11% -$5K ﹤0.01% 1293
2023
Q3
$43K Buy
3,328
+410
+14% +$5.29K ﹤0.01% 1217
2023
Q2
$38K Hold
2,918
﹤0.01% 1314
2023
Q1
$35.9K Buy
2,918
+22
+0.8% +$271 ﹤0.01% 1351
2022
Q4
$25K Sell
2,896
-841
-23% -$7.26K ﹤0.01% 1283
2022
Q3
$39K Buy
3,737
+458
+14% +$4.78K ﹤0.01% 1050
2022
Q2
$43K Sell
3,279
-1,153
-26% -$15.1K ﹤0.01% 1359
2022
Q1
$67K Sell
4,432
-16,884
-79% -$255K ﹤0.01% 1334
2021
Q4
$379K Buy
21,316
+308
+1% +$5.48K 0.01% 806
2021
Q3
$436K Sell
21,008
-3,154
-13% -$65.5K 0.01% 638
2021
Q2
$838K Buy
24,162
+213
+0.9% +$7.39K 0.02% 474
2021
Q1
$72K Buy
+23,949
New +$72K ﹤0.01% 1547