AO
Advisor OS’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,849
| Closed | -$219K | – | 472 |
|
|
2025
Q1 | $219K | Buy |
2,849
+45
| +2% | +$3.46K | 0.02% | 390 |
|
|
2024
Q4 | $225K | Buy |
2,804
+9
| +0.3% | +$723 | 0.03% | 376 |
|
|
2024
Q3 | $308K | Buy |
2,795
+132
| +5% | +$14.5K | 0.03% | 321 |
|
|
2024
Q2 | $213K | Buy |
2,663
+4
| +0.2% | +$320 | 0.02% | 368 |
|
|
2024
Q1 | $260K | Buy |
2,659
+62
| +2% | +$6.07K | 0.03% | 330 |
|
|
2023
Q4 | $255K | Buy |
2,597
+27
| +1% | +$2.65K | 0.03% | 284 |
|
|
2023
Q3 | $215K | Buy |
2,570
+23
| +0.9% | +$1.92K | 0.03% | 268 |
|
|
2023
Q2 | $239K | Buy |
+2,547
| New | +$239K | 0.04% | 263 |
|