J.W. Cole Advisors’s Chewy CHWY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $983K | Sell |
23,066
-595
| -3% | -$25.4K | 0.02% | 674 |
|
2025
Q1 | $769K | Buy |
23,661
+3,849
| +19% | +$125K | 0.02% | 625 |
|
2024
Q4 | $664K | Buy |
+19,812
| New | +$664K | 0.03% | 532 |
|
2022
Q2 | – | Sell |
-6,865
| Closed | -$280K | – | 745 |
|
2022
Q1 | $280K | Sell |
6,865
-268
| -4% | -$10.9K | 0.02% | 645 |
|
2021
Q4 | $421K | Sell |
7,133
-126
| -2% | -$7.44K | 0.03% | 528 |
|
2021
Q3 | $491K | Buy |
7,259
+2,300
| +46% | +$156K | 0.04% | 266 |
|
2021
Q2 | $395K | Buy |
4,959
+1,370
| +38% | +$109K | 0.03% | 496 |
|
2021
Q1 | $304K | Sell |
3,589
-1,120
| -24% | -$94.9K | 0.03% | 512 |
|
2020
Q4 | $423K | Buy |
+4,709
| New | +$423K | 0.04% | 381 |
|