Annis Gardner Whiting Capital Advisors’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 | $153K | Buy |
2,258
+99
| +5% | +$6.71K | 0.05% | 242 |
|
|
2025
Q1 | $166K | Buy |
2,159
+174
| +9% | +$13.4K | 0.07% | 204 |
|
|
2024
Q4 | $159K | Buy |
1,985
+360
| +22% | +$28.9K | 0.04% | 223 |
|
|
2024
Q3 | $179K | Sell |
1,625
-80
| -5% | -$8.81K | 0.05% | 219 |
|
|
2024
Q2 | $136K | Buy |
1,705
+630
| +59% | +$50.3K | 0.04% | 253 |
|
|
2024
Q1 | $105K | Sell |
1,075
-484
| -31% | -$47.4K | 0.04% | 271 |
|
|
2023
Q4 | $153K | Sell |
1,559
-59
| -4% | -$5.79K | 0.07% | 179 |
|
|
2023
Q3 | $135K | Buy |
+1,618
| New | +$135K | 0.07% | 174 |
|