Arkadios Wealth 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 | $1.38M | Buy |
20,348
+12,601
| +163% | +$854K | 0.04% | 443 |
|
|
2025
Q1 | $596K | Buy |
7,747
+2,432
| +46% | +$187K | 0.02% | 640 |
|
|
2024
Q4 | $427K | Buy |
5,315
+1,107
| +26% | +$88.9K | 0.02% | 607 |
|
|
2024
Q3 | $463K | Sell |
4,208
-271
| -6% | -$29.8K | 0.03% | 566 |
|
|
2024
Q2 | $358K | Buy |
4,479
+1,907
| +74% | +$152K | 0.02% | 578 |
|
|
2024
Q1 | $252K | Buy |
+2,572
| New | +$252K | 0.02% | 588 |
|
|
2021
Q4 | – | Sell |
-163
| Closed | -$28K | – | 1635 |
|
|
2021
Q3 | $28K | Hold |
163
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q2 | $33K | Buy |
163
+9
| +6% | +$1.82K | ﹤0.01% | 1089 |
|
|
2021
Q1 | $30K | Buy |
154
+5
| +3% | +$974 | ﹤0.01% | 848 |
|
|
2020
Q4 | $26K | Sell |
149
-54
| -27% | -$9.42K | 0.01% | 690 |
|
|
2020
Q3 | $36K | Buy |
203
+101
| +99% | +$17.9K | 0.02% | 474 |
|
|
2020
Q2 | $15K | Hold |
102
| – | – | 0.01% | 603 |
|
|
2020
Q1 | $10.2K | Buy |
102
+1
| +1% | +$100 | 0.01% | 632 |
|
|
2019
Q4 | $17K | Buy |
+101
| New | +$17K | 0.01% | 489 |
|