Van Hulzen Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $93.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $188K | Hold |
|
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $184K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $445K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $139K | Buy |
|