AWM
Allen Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
18,659
+160
| +0.9% | +$10.8K | 0.88% | 25 |
|
2025
Q1 | $1.42M | Buy |
18,499
+719
| +4% | +$55.3K | 0.98% | 22 |
|
2024
Q4 | $1.43M | Buy |
17,780
+601
| +3% | +$48.3K | 1.02% | 22 |
|
2024
Q3 | $1.89M | Buy |
17,179
+846
| +5% | +$93.2K | 1.31% | 16 |
|
2024
Q2 | $1.3M | Buy |
16,333
+1,266
| +8% | +$101K | 1.16% | 22 |
|
2024
Q1 | $1.48M | Buy |
15,067
+529
| +4% | +$51.8K | 1.3% | 19 |
|
2023
Q4 | $1.43M | Buy |
+14,538
| New | +$1.43M | 1.4% | 20 |
|