B. Riley Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $553K | Buy |
6,886
+4,687
| +213% | +$435K | 0.02% | 663 |
|
|
2024
Q3 | $239K | Sell |
2,199
-831
| -27% | -$79.8K | 0.01% | 1065 |
|
|
2024
Q2 | $242K | Sell |
3,030
-277
| -8% | -$24.4K | 0.01% | 1130 |
|
|
2024
Q1 | $276K | Buy |
3,307
+111
| +3% | +$10.2K | 0.01% | 1082 |
|
|
2023
Q4 | $314K | Sell |
3,196
-111
| -3% | -$9.77K | 0.01% | 1032 |
|
|
2023
Q3 | $276K | Sell |
3,307
-609
| -16% | -$56.4K | 0.01% | 1082 |
|
|
2023
Q2 | $367K | Sell |
3,916
-213
| -5% | -$17.6K | 0.01% | 1018 |
|
|
2023
Q1 | $333K | Sell |
4,129
-673
| -14% | -$56.7K | 0.01% | 1015 |
|
|
2022
Q4 | $361K | Buy |
4,802
+965
| +25% | +$75.3K | 0.01% | 946 |
|
|
2022
Q3 | $289K | Sell |
3,837
-18
| -0.5% | -$1.73K | 0.01% | 1025 |
|
|
2022
Q2 | $405K | Sell |
3,855
-706
| -15% | -$86.9K | 0.02% | 742 |
|
|
2022
Q1 | $638K | Buy |
4,561
+896
| +24% | +$148K | 0.02% | 629 |
|
|
2021
Q4 | $692K | Sell |
3,665
-1,182
| -24% | -$218K | 0.02% | 661 |
|
|
2021
Q3 | $862K | Buy |
4,847
+325
| +7% | +$63.4K | 0.03% | 569 |
|
|
2021
Q2 | $925K | Buy |
4,522
+1,379
| +44% | +$286K | 0.03% | 535 |
|
|
2021
Q1 | $627K | Buy |
3,143
+791
| +34% | +$143K | 0.02% | 628 |
|
|
2020
Q4 | $420K | Sell |
2,352
-1,613
| -41% | -$286K | 0.02% | 597 |
|
|
2020
Q3 | $643K | Sell |
3,965
-90
| -2% | -$14K | 0.03% | 446 |
|
|
2020
Q2 | $565K | Buy |
4,055
+32
| +0.8% | +$3.86K | 0.04% | 413 |
|
|
2020
Q1 | $403K | Sell |
4,023
-2
| -0% | -$286 | 0.03% | 453 |
|
|
2019
Q4 | $667K | Buy |
4,025
+1,221
| +44% | +$189K | 0.06% | 337 |
|
|
2019
Q3 | $405K | Sell |
2,804
-608
| -18% | -$85.9K | 0.04% | 477 |
|
|
2019
Q2 | $494K | Sell |
3,412
-154
| -4% | -$21.7K | 0.05% | 380 |
|
|
2019
Q1 | $486K | Buy |
3,566
+432
| +14% | +$56.3K | 0.06% | 354 |
|
|
2018
Q4 | $376K | Sell |
3,134
-843
| -21% | -$105K | 0.05% | 374 |
|
|
2018
Q3 | $583K | Buy |
3,977
+1,608
| +68% | +$229K | 0.07% | 312 |
|
|
2018
Q2 | $315K | Buy |
2,369
+596
| +34% | +$85.8K | 0.04% | 449 |
|
|
2018
Q1 | $272K | Buy |
1,773
+361
| +26% | +$58.6K | 0.04% | 485 |
|
|
2017
Q4 | $240K | Buy |
+1,412
| New | +$231K | 0.03% | 525 |
|
|
2015
Q1 | – | Sell |
-25
| Closed | -$2 | – | 1818 |
|
|
2014
Q4 | $2 | Buy |
+25
| New | +$2.31K | ﹤0.01% | 3436 |
|
|
2014
Q3 | – | Sell |
-65
| Closed | -$5.71K | – | 1738 |
|
|
2014
Q2 | $5.71K | Buy |
+65
| New | +$5.54K | ﹤0.01% | 1992 |
|
Other funds holding SWK
