Verity Asset 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 | – | Sell |
-16,693
| Closed | -$156K | – | 212 |
|
2025
Q1 | $156K | Buy |
16,693
+357
| +2% | +$3.33K | 0.06% | 188 |
|
2024
Q4 | $165K | Buy |
16,336
+2,211
| +16% | +$22.3K | 0.09% | 181 |
|
2024
Q3 | $183K | Buy |
+14,125
| New | +$183K | 0.07% | 198 |
|
2017
Q4 | – | Sell |
-14,546
| Closed | -$160K | – | 148 |
|
2017
Q3 | $160K | Buy |
14,546
+563
| +4% | +$6.19K | 0.12% | 113 |
|
2017
Q2 | $238K | Sell |
13,983
-1,378
| -9% | -$23.5K | 0.18% | 95 |
|
2017
Q1 | $234K | Buy |
+15,361
| New | +$234K | 0.19% | 94 |
|