Winch Advisory Services’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 | $4.67K | Buy |
326
+5
| +2% | +$61 | ﹤0.01% | 369 |
|
|
2025
Q4 | $3.17K | Buy |
321
+4
| +1% | +$39 | ﹤0.01% | 392 |
|
|
2025
Q3 | $3.12K | Buy |
317
+5
| +2% | +$43 | ﹤0.01% | 396 |
|
|
2025
Q2 | $2.71K | Buy |
312
+4
| +1% | +$38 | ﹤0.01% | 390 |
|
|
2025
Q1 | $2.87K | Buy |
308
+4
| +1% | +$41 | ﹤0.01% | 384 |
|
|
2024
Q4 | $3.07K | Buy |
304
+3
| +1% | +$38 | ﹤0.01% | 408 |
|
|
2024
Q3 | $3.91K | Buy |
301
+3
| +1% | +$43 | ﹤0.01% | 329 |
|
|
2024
Q2 | $4.28K | Buy |
298
+2
| +0.7% | +$33 | ﹤0.01% | 327 |
|
|
2024
Q1 | $5.14K | Buy |
296
+2
| +0.7% | +$29 | ﹤0.01% | 308 |
|
|
2023
Q4 | $3.98K | Buy |
294
+3
| +1% | +$41 | ﹤0.01% | 320 |
|
|
2023
Q3 | $4K | Buy |
291
+3
| +1% | +$37 | ﹤0.01% | 321 |
|
|
2023
Q2 | $4K | Hold |
288
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $4K | Buy |
288
+5
| +2% | +$53 | ﹤0.01% | 315 |
|
|
2022
Q4 | $2K | Buy |
283
+3
| +1% | +$32 | ﹤0.01% | 344 |
|
|
2022
Q3 | $3K | Buy |
280
+2
| +0.7% | +$26 | ﹤0.01% | 308 |
|
|
2022
Q2 | $4K | Hold |
278
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $4K | Hold |
278
| – | – | ﹤0.01% | 335 |
|
|
2021
Q4 | $5K | Hold |
278
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $6K | Buy |
278
+2
| +0.7% | +$48 | ﹤0.01% | 317 |
|
|
2021
Q2 | $10K | Hold |
276
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $5K | Buy |
+276
| New | +$5.02K | ﹤0.01% | 313 |
|
|
2017
Q2 | – | Sell |
-79
| Closed | -$1K | – | 314 |
|
|
2017
Q1 | $1K | Hold |
79
| – | – | ﹤0.01% | 275 |
|
|
2016
Q4 | $1K | Hold |
79
| – | – | ﹤0.01% | 250 |
|
|
2016
Q3 | $2K | Sell |
79
-4,196
| -98% | -$91.8K | ﹤0.01% | 242 |
|
|
2016
Q2 | $89K | Buy |
4,275
+4,206
| +6,096% | +$75.1K | 0.11% | 62 |
|
|
2016
Q1 | $1K | Buy |
+69
| New | +$1.28K | ﹤0.01% | 226 |
|
Other funds holding SWBI
VCM
