Avantax Planning Partners’s Smith & Wesson SWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$169K Hold
2025
Q1
$181K Buy
2018
Q4
Sell
2018
Q3
$3K Buy
2018
Q2
Sell
2018
Q1
$2K Buy