Spire Wealth Management’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	$27.2K	Buy	1,901 +16	+0.8%	+$194	﹤0.01%	1329
2025 Q4	$18.6K	Buy	1,885 +15	+0.8%	+$145	﹤0.01%	1510
2025 Q3	$18.4K	Buy	1,870 +19	+1%	+$162	﹤0.01%	1553
2025 Q2	$16.1K	Buy	1,851 +15	+0.8%	+$142	﹤0.01%	1586
2025 Q1	$17.1K	Buy	1,836 +16	+0.9%	+$165	﹤0.01%	1663
2024 Q4	$18.4K	Buy	1,820 +10	+0.6%	+$125	﹤0.01%	1650
2024 Q3	$23.5K	Buy	1,810 +9	+0.5%	+$130	﹤0.01%	1392
2024 Q2	$25.8K	Sell	1,801 -1,146	-39%	-$18.8K	﹤0.01%	1350
2024 Q1	$51.2K	Hold	2,947	–	–	﹤0.01%	1206
2023 Q4	$38.7K	Sell	2,947 -381	-11%	-$5.25K	﹤0.01%	1293
2023 Q3	$43K	Buy	3,328 +410	+14%	+$5.12K	﹤0.01%	1217
2023 Q2	$38K	Hold	2,918	–	–	﹤0.01%	1314
2023 Q1	$35.9K	Buy	2,918 +22	+0.8%	+$235	﹤0.01%	1351
2022 Q4	$25K	Sell	2,896 -841	-23%	-$8.86K	﹤0.01%	1283
2022 Q3	$39K	Buy	3,737 +458	+14%	+$6.05K	﹤0.01%	1050
2022 Q2	$43K	Sell	3,279 -1,153	-26%	-$16.7K	﹤0.01%	1359
2022 Q1	$67K	Sell	4,432 -16,884	-79%	-$284K	﹤0.01%	1334
2021 Q4	$379K	Buy	21,316 +308	+1%	+$6.36K	0.01%	806
2021 Q3	$436K	Sell	21,008 -3,154	-13%	-$75.8K	0.01%	638
2021 Q2	$838K	Buy	24,162 +213	+0.9%	+$4.46K	0.02%	474
2021 Q1	$72K	Buy	+23,949	New	+$436K	﹤0.01%	1547