Belpointe Asset 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 | – | Sell |
-2,964
| Closed | -$228K | – | 1022 |
|
|
2025
Q1 | $228K | Buy |
2,964
+591
| +25% | +$45.4K | 0.01% | 814 |
|
|
2024
Q4 | $243K | Sell |
2,373
-13
| -0.5% | -$1.33K | 0.01% | 730 |
|
|
2024
Q3 | $263K | Buy |
+2,386
| New | +$263K | 0.02% | 707 |
|
|
2024
Q2 | – | Sell |
-2,049
| Closed | -$201K | – | 932 |
|
|
2024
Q1 | $201K | Hold |
2,049
| – | – | 0.02% | 743 |
|
|
2023
Q4 | $201K | Buy |
+2,049
| New | +$201K | 0.02% | 664 |
|
|
2023
Q2 | – | Sell |
-2,501
| Closed | -$202K | – | 3054 |
|
|
2023
Q1 | $202K | Sell |
2,501
-1,305
| -34% | -$105K | 0.01% | 926 |
|
|
2022
Q4 | $286K | Sell |
3,806
-646
| -15% | -$48.5K | 0.02% | 747 |
|
|
2022
Q3 | $335K | Sell |
4,452
-114
| -2% | -$8.58K | 0.02% | 653 |
|
|
2022
Q2 | $479K | Sell |
4,566
-37
| -0.8% | -$3.88K | 0.03% | 504 |
|
|
2022
Q1 | $644K | Sell |
4,603
-3,862
| -46% | -$540K | 0.04% | 454 |
|
|
2021
Q4 | $1.6M | Buy |
8,465
+58
| +0.7% | +$10.9K | 0.1% | 205 |
|
|
2021
Q3 | $1.48M | Buy |
8,407
+3,734
| +80% | +$655K | 0.1% | 216 |
|
|
2021
Q2 | $958K | Buy |
4,673
+1,670
| +56% | +$342K | 0.07% | 306 |
|
|
2021
Q1 | $600K | Buy |
3,003
+127
| +4% | +$25.4K | 0.05% | 372 |
|
|
2020
Q4 | $514K | Buy |
2,876
+232
| +9% | +$41.5K | 0.05% | 395 |
|
|
2020
Q3 | $429K | Buy |
2,644
+1,007
| +62% | +$163K | 0.05% | 358 |
|
|
2020
Q2 | $228K | Buy |
1,637
+123
| +8% | +$17.1K | 0.03% | 483 |
|
|
2020
Q1 | $151K | Sell |
1,514
-60
| -4% | -$5.98K | 0.03% | 496 |
|
|
2019
Q4 | $261K | Sell |
1,574
-470
| -23% | -$77.9K | 0.03% | 471 |
|
|
2019
Q3 | $295K | Buy |
2,044
+19
| +0.9% | +$2.74K | 0.05% | 390 |
|
|
2019
Q2 | $293K | Buy |
2,025
+40
| +2% | +$5.79K | 0.06% | 332 |
|
|
2019
Q1 | $270K | Sell |
1,985
-30
| -1% | -$4.08K | 0.05% | 258 |
|
|
2018
Q4 | $241K | Buy |
2,015
+50
| +3% | +$5.98K | 0.06% | 309 |
|
|
2018
Q3 | $288K | Buy |
+1,965
| New | +$288K | 0.05% | 372 |
|
|
2018
Q2 | – | Sell |
-2,085
| Closed | -$319K | – | 387 |
|
|
2018
Q1 | $319K | Sell |
2,085
-2,602
| -56% | -$398K | 0.09% | 241 |
|
|
2017
Q4 | $795K | Buy |
4,687
+216
| +5% | +$36.6K | 0.17% | 125 |
|
|
2017
Q3 | $675K | Buy |
+4,471
| New | +$675K | 0.16% | 137 |
|