Beacon Investment 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
2024
Q2
Sell
-2,055
Closed -$201K 272
2024
Q1
$201K Sell
2,055
-25
-1% -$2.45K 0.01% 257
2023
Q4
$204K Buy
+2,080
New +$204K 0.01% 256
2022
Q3
Sell
-2,055
Closed -$215K 289
2022
Q2
$215K Hold
2,055
0.01% 268
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% -$11.1K 0.02% 212
2020
Q3
$343K Buy
2,117
+62
+3% +$10K 0.02% 195
2020
Q2
$286K Hold
2,055
0.02% 205
2020
Q1
$206K Sell
2,055
-68
-3% -$6.82K 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% -$22.2K 0.03% 196
2018
Q4
$274K Hold
2,286
0.03% 216
2018
Q3
$335K Sell
2,286
-11
-0.5% -$1.61K 0.03% 208
2018
Q2
$305K Buy
2,297
+11
+0.5% +$1.46K 0.03% 210
2018
Q1
$350K Hold
2,286
0.04% 193
2017
Q4
$388K Sell
2,286
-32
-1% -$5.43K 0.04% 170
2017
Q3
$350K Buy
+2,318
New +$350K 0.03% 212