Atria Wealth Solutions’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
$451K Sell
6,664
-3,003
-31% -$203K 0.01% 963
2025
Q1
$743K Buy
9,667
+703
+8% +$54K 0.01% 994
2024
Q4
$720K Buy
8,964
+112
+1% +$8.99K 0.01% 1055
2024
Q3
$975K Buy
8,852
+375
+4% +$41.3K 0.01% 916
2024
Q2
$677K Sell
8,477
-75
-0.9% -$5.99K 0.01% 1067
2024
Q1
$838K Sell
8,552
-1,889
-18% -$185K 0.01% 987
2023
Q4
$1.02M Sell
10,441
-1,206
-10% -$118K 0.01% 847
2023
Q3
$973K Buy
11,647
+210
+2% +$17.6K 0.01% 816
2023
Q2
$1.07M Buy
11,437
+2,688
+31% +$252K 0.01% 804
2023
Q1
$705K Buy
8,749
+2,315
+36% +$187K 0.01% 957
2022
Q4
$483K Buy
6,434
+619
+11% +$46.5K 0.01% 1093
2022
Q3
$437K Sell
5,815
-924
-14% -$69.5K 0.01% 1088
2022
Q2
$707K Sell
6,739
-709
-10% -$74.4K 0.01% 817
2022
Q1
$1.04M Buy
+7,448
New +$1.04M 0.02% 716