Beacon Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48K | Hold |
510
| – | – | ﹤0.01% | 442 |
|
|
2026
Q1 | $36.2K | Buy |
+510
| New | +$41K | ﹤0.01% | 479 |
|
|
2024
Q2 | – | Sell |
-2,055
| Closed | -$201K | – | 272 |
|
|
2024
Q1 | $201K | Sell |
2,055
-25
| -1% | -$2.3K | 0.01% | 257 |
|
|
2023
Q4 | $204K | Buy |
+2,080
| New | +$183K | 0.01% | 256 |
|
|
2022
Q3 | – | Sell |
-2,055
| Closed | -$215K | – | 291 |
|
|
2022
Q2 | $215K | Hold |
2,055
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $287K | Hold |
2,055
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $388K | Hold |
2,055
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $360K | Hold |
2,055
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $421K | Hold |
2,055
| – | – | 0.02% | 225 |
|
|
2021
Q1 | $410K | Hold |
2,055
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $367K | Sell |
2,055
-62
| -3% | -$11K | 0.02% | 212 |
|
|
2020
Q3 | $343K | Buy |
2,117
+62
| +3% | +$9.65K | 0.02% | 195 |
|
|
2020
Q2 | $286K | Hold |
2,055
| – | – | 0.02% | 205 |
|
|
2020
Q1 | $206K | Sell |
2,055
-68
| -3% | -$9.71K | 0.01% | 223 |
|
|
2019
Q4 | $352K | Hold |
2,123
| – | – | 0.02% | 205 |
|
|
2019
Q3 | $307K | Hold |
2,123
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $307K | Hold |
2,123
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $289K | Sell |
2,123
-163
| -7% | -$21.3K | 0.03% | 196 |
|
|
2018
Q4 | $274K | Hold |
2,286
| – | – | 0.03% | 216 |
|
|
2018
Q3 | $335K | Sell |
2,286
-11
| -0.5% | -$1.56K | 0.03% | 208 |
|
|
2018
Q2 | $305K | Buy |
2,297
+11
| +0.5% | +$1.58K | 0.03% | 210 |
|
|
2018
Q1 | $350K | Hold |
2,286
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $388K | Sell |
2,286
-32
| -1% | -$5.24K | 0.04% | 170 |
|
|
2017
Q3 | $350K | Buy |
+2,318
| New | +$333K | 0.03% | 214 |
|
Other funds holding SWK
CIM
BG
WAM
AAMU
GGI
GHAM
DLA
IWS
GIM