J.W. Cole Advisors’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
$166K Sell
2025
Q2
$160K Buy
2025
Q1
$162K Buy
2020
Q4
Sell
2020
Q3
$196K Buy