Avantax Advisory Services’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 | – | Sell |
-4,226
| Closed | -$325K | – | 2437 |
|
|
2025
Q1 | $325K | Buy |
4,226
+1,529
| +57% | +$118K | ﹤0.01% | 1780 |
|
|
2024
Q4 | $217K | Buy |
2,697
+337
| +14% | +$27.1K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $260K | Buy |
+2,360
| New | +$260K | ﹤0.01% | 1859 |
|
|
2024
Q2 | – | Sell |
-2,177
| Closed | -$213K | – | 2125 |
|
|
2024
Q1 | $213K | Sell |
2,177
-1,541
| -41% | -$151K | ﹤0.01% | 1511 |
|
|
2023
Q4 | $365K | Buy |
3,718
+83
| +2% | +$8.14K | ﹤0.01% | 1138 |
|
|
2023
Q3 | $304K | Sell |
3,635
-521
| -13% | -$43.5K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $390K | Buy |
4,156
+696
| +20% | +$65.2K | ﹤0.01% | 1048 |
|
|
2023
Q1 | $279K | Buy |
+3,460
| New | +$279K | ﹤0.01% | 1185 |
|
|
2022
Q4 | – | Sell |
-2,822
| Closed | -$212K | – | 1455 |
|
|
2022
Q3 | $212K | Buy |
2,822
+122
| +5% | +$9.17K | ﹤0.01% | 1189 |
|
|
2022
Q2 | $283K | Buy |
2,700
+272
| +11% | +$28.5K | ﹤0.01% | 1044 |
|
|
2022
Q1 | $342K | Buy |
2,428
+934
| +63% | +$132K | ﹤0.01% | 946 |
|
|
2021
Q4 | $282K | Sell |
1,494
-89
| -6% | -$16.8K | ﹤0.01% | 1005 |
|
|
2021
Q3 | $277K | Buy |
1,583
+296
| +23% | +$51.8K | ﹤0.01% | 963 |
|
|
2021
Q2 | $263K | Buy |
1,287
+5
| +0.4% | +$1.02K | ﹤0.01% | 961 |
|
|
2021
Q1 | $257K | Sell |
1,282
-9,919
| -89% | -$1.99M | 0.01% | 876 |
|
|
2020
Q4 | $2M | Buy |
11,201
+7,046
| +170% | +$1.26M | 0.05% | 270 |
|
|
2020
Q3 | $678K | Buy |
4,155
+211
| +5% | +$34.4K | 0.01% | 691 |
|
|
2020
Q2 | $549K | Buy |
3,944
+47
| +1% | +$6.54K | 0.02% | 461 |
|
|
2020
Q1 | $390K | Buy |
3,897
+2,004
| +106% | +$201K | 0.01% | 502 |
|
|
2019
Q4 | $315K | Buy |
+1,893
| New | +$315K | 0.01% | 610 |
|