Avantax Planning Partners’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 | $169K | Hold |
19,465
| – | – | 0.01% | 435 |
|
|
2025
Q1 | $181K | Buy |
+19,465
| New | +$181K | 0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-260
| Closed | -$3K | – | 1078 |
|
|
2018
Q3 | $3K | Buy |
+260
| New | +$3K | ﹤0.01% | 1275 |
|
|
2018
Q2 | – | Sell |
-260
| Closed | -$2K | – | 1313 |
|
|
2018
Q1 | $2K | Buy |
+260
| New | +$2K | ﹤0.01% | 1628 |
|