Allworth Financial’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 | $227K | Buy |
3,345
+1,024
| +44% | +$69.4K | ﹤0.01% | 1118 |
|
|
2025
Q1 | $144K | Buy |
2,321
+195
| +9% | +$12.1K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $184K | Sell |
2,126
-36
| -2% | -$3.11K | ﹤0.01% | 977 |
|
|
2024
Q3 | $238K | Sell |
2,162
-293
| -12% | -$32.3K | ﹤0.01% | 767 |
|
|
2024
Q2 | $213K | Buy |
2,455
+271
| +12% | +$23.6K | ﹤0.01% | 797 |
|
|
2024
Q1 | $214K | Sell |
2,184
-191
| -8% | -$18.7K | ﹤0.01% | 765 |
|
|
2023
Q4 | $233K | Buy |
2,375
+184
| +8% | +$18.1K | ﹤0.01% | 691 |
|
|
2023
Q3 | $183K | Buy |
2,191
+200
| +10% | +$16.7K | ﹤0.01% | 711 |
|
|
2023
Q2 | $187K | Buy |
1,991
+67
| +3% | +$6.28K | ﹤0.01% | 720 |
|
|
2023
Q1 | $155K | Buy |
1,924
+23
| +1% | +$1.85K | ﹤0.01% | 715 |
|
|
2022
Q4 | $143K | Buy |
1,901
+73
| +4% | +$5.48K | ﹤0.01% | 712 |
|
|
2022
Q3 | $138K | Sell |
1,828
-106
| -5% | -$8K | ﹤0.01% | 681 |
|
|
2022
Q2 | $203K | Sell |
1,934
-34
| -2% | -$3.57K | ﹤0.01% | 551 |
|
|
2022
Q1 | $275K | Sell |
1,968
-50
| -2% | -$6.99K | ﹤0.01% | 499 |
|
|
2021
Q4 | $381K | Buy |
2,018
+180
| +10% | +$34K | 0.01% | 417 |
|
|
2021
Q3 | $322K | Buy |
1,838
+376
| +26% | +$65.9K | 0.01% | 393 |
|
|
2021
Q2 | $300K | Buy |
1,462
+1
| +0.1% | +$205 | 0.01% | 317 |
|
|
2021
Q1 | $292K | Buy |
1,461
+1
| +0.1% | +$200 | 0.01% | 305 |
|
|
2020
Q4 | $261K | Buy |
1,460
+1
| +0.1% | +$179 | 0.01% | 253 |
|
|
2020
Q3 | $237K | Buy |
1,459
+1
| +0.1% | +$162 | 0.01% | 225 |
|
|
2020
Q2 | $203K | Buy |
1,458
+1
| +0.1% | +$139 | 0.01% | 238 |
|
|
2020
Q1 | $146K | Sell |
1,457
-18
| -1% | -$1.8K | ﹤0.01% | 273 |
|
|
2019
Q4 | $244K | Buy |
1,475
+1
| +0.1% | +$165 | 0.01% | 172 |
|
|
2019
Q3 | $213K | Buy |
1,474
+22
| +2% | +$3.18K | 0.01% | 163 |
|
|
2019
Q2 | $210K | Buy |
1,452
+1
| +0.1% | +$145 | 0.01% | 164 |
|
|
2019
Q1 | $198K | Sell |
1,451
-154
| -10% | -$21K | 0.01% | 166 |
|
|
2018
Q4 | $192K | Buy |
1,605
+155
| +11% | +$18.5K | 0.01% | 155 |
|
|
2018
Q3 | $212K | Sell |
1,450
-8
| -0.5% | -$1.17K | 0.01% | 152 |
|
|
2018
Q2 | $194K | Buy |
1,458
+8
| +0.6% | +$1.06K | 0.01% | 150 |
|
|
2018
Q1 | $222K | Hold |
1,450
| – | – | 0.02% | 112 |
|
|
2017
Q4 | $246K | Hold |
1,450
| – | – | 0.02% | 103 |
|
|
2017
Q3 | $219K | Hold |
1,450
| – | – | 0.02% | 105 |
|
|
2017
Q2 | $204K | Hold |
1,450
| – | – | 0.02% | 108 |
|
|
2017
Q1 | $193K | Hold |
1,450
| – | – | 0.02% | 103 |
|
|
2016
Q4 | $166K | Sell |
1,450
-150
| -9% | -$17.2K | 0.02% | 110 |
|
|
2016
Q3 | $197K | Buy |
1,600
+150
| +10% | +$18.5K | 0.02% | 99 |
|
|
2016
Q2 | $161K | Hold |
1,450
| – | – | 0.02% | 109 |
|
|
2016
Q1 | $153K | Buy |
1,450
+250
| +21% | +$26.4K | 0.02% | 115 |
|
|
2015
Q4 | $128K | Hold |
1,200
| – | – | 0.02% | 122 |
|
|
2015
Q3 | $116K | Hold |
1,200
| – | – | 0.04% | 122 |
|
|
2015
Q2 | $126K | Hold |
1,200
| – | – | 0.05% | 121 |
|
|
2015
Q1 | $114K | Buy |
+1,200
| New | +$114K | 0.04% | 130 |
|