AE Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49,518
| Closed | -$3.81M | – | 2251 |
|
|
2025
Q1 | $3.81M | Buy |
+49,518
| New | +$3.81M | 0.03% | 396 |
|
|
2024
Q4 | – | Sell |
-2,654
| Closed | -$292K | – | 2168 |
|
|
2024
Q3 | $292K | Sell |
2,654
-670
| -20% | -$73.8K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $266K | Buy |
3,324
+327
| +11% | +$26.1K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $293K | Sell |
2,997
-4,143
| -58% | -$406K | ﹤0.01% | 969 |
|
|
2023
Q4 | $676K | Buy |
7,140
+493
| +7% | +$46.7K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $556K | Sell |
6,647
-1,391
| -17% | -$116K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $753K | Buy |
8,038
+1,472
| +22% | +$138K | ﹤0.01% | 1199 |
|
|
2023
Q1 | $529K | Buy |
6,566
+1,015
| +18% | +$81.8K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $417K | Buy |
+5,551
| New | +$417K | ﹤0.01% | 1374 |
|
|
2022
Q3 | – | Sell |
-3,425
| Closed | -$359K | – | 1866 |
|
|
2022
Q2 | $359K | Buy |
3,425
+1,800
| +111% | +$189K | ﹤0.01% | 1356 |
|
|
2022
Q1 | $227K | Sell |
1,625
-53
| -3% | -$7.4K | ﹤0.01% | 1536 |
|
|
2021
Q4 | $317K | Sell |
1,678
-892
| -35% | -$169K | ﹤0.01% | 1427 |
|
|
2021
Q3 | $451K | Buy |
2,570
+612
| +31% | +$107K | ﹤0.01% | 1207 |
|
|
2021
Q2 | $401K | Buy |
1,958
+326
| +20% | +$66.8K | ﹤0.01% | 1221 |
|
|
2021
Q1 | $326K | Buy |
+1,632
| New | +$326K | ﹤0.01% | 1218 |
|
|
2020
Q4 | – | Sell |
-9,946
| Closed | -$1.61M | – | 1404 |
|
|
2020
Q3 | $1.61M | Buy |
9,946
+3,821
| +62% | +$620K | 0.02% | 494 |
|
|
2020
Q2 | $854K | Buy |
+6,125
| New | +$854K | 0.01% | 674 |
|
|
2020
Q1 | – | Sell |
-1,813
| Closed | -$301K | – | 1260 |
|
|
2019
Q4 | $301K | Buy |
1,813
+168
| +10% | +$27.9K | 0.01% | 898 |
|
|
2019
Q3 | $238K | Buy |
1,645
+19
| +1% | +$2.75K | 0.01% | 868 |
|
|
2019
Q2 | $235K | Buy |
+1,626
| New | +$235K | 0.01% | 846 |
|
|
2018
Q4 | – | Sell |
-1,834
| Closed | -$269K | – | 584 |
|
|
2018
Q3 | $269K | Buy |
1,834
+97
| +6% | +$14.2K | 0.01% | 477 |
|
|
2018
Q2 | $231K | Sell |
1,737
-185
| -10% | -$24.6K | 0.02% | 389 |
|
|
2018
Q1 | $294K | Sell |
1,922
-98
| -5% | -$15K | 0.02% | 330 |
|
|
2017
Q4 | $343K | Buy |
2,020
+120
| +6% | +$20.4K | 0.03% | 291 |
|
|
2017
Q3 | $287K | Buy |
+1,900
| New | +$287K | 0.03% | 320 |
|