Bartlett & Co Wealth Management’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 | $522K | Sell |
7,703
-1
| -0% | -$68 | 0.01% | 326 |
|
|
2025
Q1 | $592K | Buy |
7,704
+1
| +0% | +$77 | 0.01% | 305 |
|
|
2024
Q4 | $618K | Hold |
7,703
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $848K | Hold |
7,703
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $615K | Hold |
7,703
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $754K | Hold |
7,703
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $763K | Hold |
7,703
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $644K | Hold |
7,703
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $722K | Hold |
7,703
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $621K | Hold |
7,703
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $579K | Sell |
7,703
-17
| -0.2% | -$1.28K | 0.01% | 273 |
|
|
2022
Q3 | $581K | Hold |
7,720
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $810K | Hold |
7,720
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $1.08M | Hold |
7,720
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $1.46M | Buy |
7,720
+6,252
| +426% | +$1.18M | 0.02% | 203 |
|
|
2021
Q3 | $257K | Sell |
1,468
-12
| -0.8% | -$2.1K | ﹤0.01% | 318 |
|
|
2021
Q2 | $303K | Hold |
1,480
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $296K | Sell |
1,480
-198
| -12% | -$39.5K | 0.01% | 300 |
|
|
2020
Q4 | $300K | Buy |
1,678
+12
| +0.7% | +$2.14K | 0.01% | 293 |
|
|
2020
Q3 | $270K | Hold |
1,666
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $232K | Sell |
1,666
-32
| -2% | -$4.46K | 0.01% | 297 |
|
|
2020
Q1 | $170K | Buy |
1,698
+32
| +2% | +$3.2K | 0.01% | 307 |
|
|
2019
Q4 | $276K | Hold |
1,666
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $241K | Buy |
1,666
+198
| +13% | +$28.6K | 0.01% | 304 |
|
|
2019
Q2 | $212K | Hold |
1,468
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $200K | Hold |
1,468
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $176K | Sell |
1,468
-65
| -4% | -$7.78K | 0.01% | 258 |
|
|
2018
Q3 | $224K | Buy |
1,533
+65
| +4% | +$9.52K | 0.01% | 246 |
|
|
2018
Q2 | $195K | Hold |
1,468
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $225K | Buy |
+1,468
| New | +$225K | 0.01% | 241 |
|