AWM
Avior Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
6,426
+6,151
| +2,237% | +$417K | 0.02% | 467 |
|
|
2025
Q1 | $21.2K | Sell |
275
-6,394
| -96% | -$492K | ﹤0.01% | 721 |
|
|
2024
Q4 | $535K | Sell |
6,669
-1,002
| -13% | -$80.5K | 0.02% | 426 |
|
|
2024
Q3 | $845K | Buy |
7,671
+7
| +0.1% | +$771 | 0.03% | 324 |
|
|
2024
Q2 | $612K | Sell |
7,664
-332
| -4% | -$26.5K | 0.03% | 383 |
|
|
2024
Q1 | $783K | Buy |
7,996
+16
| +0.2% | +$1.57K | 0.04% | 341 |
|
|
2023
Q4 | $783K | Sell |
7,980
-177
| -2% | -$17.4K | 0.05% | 248 |
|
|
2023
Q3 | $682K | Buy |
8,157
+60
| +0.7% | +$5.02K | 0.05% | 258 |
|
|
2023
Q2 | $759K | Sell |
8,097
-983
| -11% | -$92.1K | 0.05% | 247 |
|
|
2023
Q1 | $732K | Buy |
9,080
+3,217
| +55% | +$259K | 0.05% | 251 |
|
|
2022
Q4 | $440K | Sell |
5,863
-2,500
| -30% | -$188K | 0.03% | 331 |
|
|
2022
Q3 | $628K | Hold |
8,363
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $876K | Buy |
8,363
+2,300
| +38% | +$241K | 0.09% | 163 |
|
|
2022
Q1 | $846K | Buy |
6,063
+2,000
| +49% | +$279K | 0.07% | 192 |
|
|
2021
Q4 | $765K | Buy |
4,063
+700
| +21% | +$132K | 0.06% | 242 |
|
|
2021
Q3 | $589K | Buy |
3,363
+1,210
| +56% | +$212K | 0.05% | 278 |
|
|
2021
Q2 | $440K | Buy |
2,153
+200
| +10% | +$40.9K | 0.04% | 320 |
|
|
2021
Q1 | $389K | Buy |
1,953
+1,613
| +474% | +$321K | 0.04% | 328 |
|
|
2020
Q4 | $60K | Sell |
340
-3
| -0.9% | -$529 | 0.01% | 477 |
|
|
2020
Q3 | $55K | Buy |
343
+3
| +0.9% | +$481 | 0.01% | 493 |
|
|
2020
Q2 | $47K | Hold |
340
| – | – | 0.01% | 490 |
|
|
2020
Q1 | $34K | Buy |
340
+140
| +70% | +$14K | 0.01% | 478 |
|
|
2019
Q4 | $33K | Hold |
200
| – | – | 0.01% | 491 |
|
|
2019
Q3 | $28K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2019
Q2 | $29K | Hold |
200
| – | – | 0.01% | 493 |
|
|
2019
Q1 | $27K | Hold |
200
| – | – | 0.01% | 466 |
|
|
2018
Q4 | $23K | Sell |
200
-1,919
| -91% | -$221K | 0.01% | 513 |
|
|
2018
Q3 | $310K | Hold |
2,119
| – | – | 0.07% | 255 |
|
|
2018
Q2 | $281K | Buy |
2,119
+325
| +18% | +$43.1K | 0.06% | 257 |
|
|
2018
Q1 | $275K | Sell |
1,794
-140
| -7% | -$21.5K | 0.06% | 242 |
|
|
2017
Q4 | $328K | Buy |
1,934
+1,734
| +867% | +$294K | 0.07% | 228 |
|
|
2017
Q3 | $30K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $28K | Hold |
200
| – | – | 0.01% | 232 |
|
|
2017
Q1 | $27K | Hold |
200
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $23K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $25K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2016
Q2 | $22K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2016
Q1 | $21K | Buy |
200
+100
| +100% | +$10.5K | 0.01% | 277 |
|
|
2015
Q4 | $11K | Hold |
100
| – | – | 0.01% | 312 |
|
|
2015
Q3 | $10K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2015
Q2 | $11K | Hold |
100
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $10K | Buy |
100
+17
| +20% | +$1.7K | 0.01% | 253 |
|
|
2014
Q4 | $8K | Hold |
83
| – | – | 0.01% | 242 |
|
|
2014
Q3 | $7K | Buy |
83
+1
| +1% | +$84 | 0.01% | 247 |
|
|
2014
Q2 | $7K | Sell |
82
-318
| -80% | -$27.1K | 0.01% | 255 |
|
|
2014
Q1 | $32K | Buy |
+400
| New | +$32K | 0.03% | 157 |
|