Beacon Pointe Advisors’s Stanley Black & Decker SWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
15,687
-5,847
-27% -$396K 0.01% 653
2025
Q1
$1.66M Sell
21,534
-3,917
-15% -$301K 0.02% 507
2024
Q4
$2.04M Sell
25,451
-6,723
-21% -$540K 0.02% 455
2024
Q3
$3.54M Sell
32,174
-15,859
-33% -$1.75M 0.04% 357
2024
Q2
$3.84M Buy
48,033
+978
+2% +$78.1K 0.05% 338
2024
Q1
$4.61M Buy
47,055
+94
+0.2% +$9.21K 0.05% 304
2023
Q4
$4.61M Sell
46,961
-398
-0.8% -$39K 0.06% 298
2023
Q3
$3.96M Buy
47,359
+5,254
+12% +$439K 0.05% 324
2023
Q2
$3.95M Sell
42,105
-559
-1% -$52.4K 0.06% 251
2023
Q1
$3.44M Buy
42,664
+5,629
+15% +$454K 0.06% 281
2022
Q4
$2.78M Buy
37,035
+219
+0.6% +$16.5K 0.05% 295
2022
Q3
$2.79M Buy
36,816
+3,144
+9% +$238K 0.06% 252
2022
Q2
$3.52M Sell
33,672
-6,131
-15% -$642K 0.07% 232
2022
Q1
$5.56M Buy
39,803
+27,235
+217% +$3.81M 0.08% 234
2021
Q4
$2.37M Sell
12,568
-1,383
-10% -$261K 0.06% 235
2021
Q3
$2.45M Buy
13,951
+9,776
+234% +$1.71M 0.06% 257
2021
Q2
$856K Buy
+4,175
New +$856K 0.03% 367