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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

SWBI holding history

Smith & Wesson Brands, Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWBI overviewAll 13F holders of SWBIFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of SWBI by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−19−100.0%Sold outHolders
Q2 202419$272<0.1%00.0%UnchangedHolders
Q1 202419$330<0.1%+19NewHolders
Q4 20230$00.0%−19−100.0%Sold outHolders
Q3 202319$245<0.1%00.0%UnchangedHolders
Q2 202319$248<0.1%00.0%UnchangedHolders
Q1 202319$234<0.1%00.0%UnchangedHolders
Q4 202219$165<0.1%00.0%UnchangedHolders
Q3 202219$197<0.1%00.0%UnchangedHolders
Q2 202219$249<0.1%00.0%UnchangedHolders
Q1 202219$287<0.1%–No prior filingHolders