BWM
BerganKDV Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.54M | Buy |
27,104
+1,169
| +5% | +$110K | 0.25% | 75 |
|
|
2023
Q1 | $2.09M | Buy |
25,935
+3,739
| +17% | +$301K | 0.22% | 82 |
|
|
2022
Q4 | $1.67M | Buy |
22,196
+123
| +0.6% | +$9.24K | 0.18% | 100 |
|
|
2022
Q3 | $1.66M | Buy |
22,073
+1,405
| +7% | +$106K | 0.2% | 94 |
|
|
2022
Q2 | $2.17M | Buy |
20,668
+1,189
| +6% | +$125K | 0.25% | 85 |
|
|
2022
Q1 | $2.72M | Buy |
19,479
+1,545
| +9% | +$216K | 0.29% | 72 |
|
|
2021
Q4 | $3.38M | Sell |
17,934
-226
| -1% | -$42.6K | 0.35% | 58 |
|
|
2021
Q3 | $3.18M | Buy |
18,160
+474
| +3% | +$83.1K | 0.36% | 58 |
|
|
2021
Q2 | $3.63M | Buy |
17,686
+1,036
| +6% | +$212K | 0.43% | 48 |
|
|
2021
Q1 | $3.32M | Buy |
16,650
+500
| +3% | +$99.8K | 0.43% | 49 |
|
|
2020
Q4 | $2.88M | Buy |
16,150
+448
| +3% | +$80K | 0.41% | 51 |
|
|
2020
Q3 | $2.55M | Buy |
15,702
+1,449
| +10% | +$235K | 0.4% | 50 |
|
|
2020
Q2 | $1.99M | Buy |
14,253
+416
| +3% | +$58K | 0.34% | 68 |
|
|
2020
Q1 | $1.38M | Buy |
13,837
+2,119
| +18% | +$212K | 0.28% | 77 |
|
|
2019
Q4 | $1.94M | Buy |
11,718
+894
| +8% | +$148K | 0.35% | 62 |
|
|
2019
Q3 | $1.56M | Buy |
10,824
+1,479
| +16% | +$214K | 0.31% | 71 |
|
|
2019
Q2 | $1.35M | Buy |
9,345
+1,727
| +23% | +$250K | 0.27% | 74 |
|
|
2019
Q1 | $1.04M | Buy |
7,618
+1,226
| +19% | +$167K | 0.21% | 86 |
|
|
2018
Q4 | $765K | Sell |
6,392
-80
| -1% | -$9.57K | 0.18% | 96 |
|
|
2018
Q3 | $948K | Buy |
6,472
+22
| +0.3% | +$3.22K | 0.2% | 88 |
|
|
2018
Q2 | $857K | Buy |
6,450
+139
| +2% | +$18.5K | 0.19% | 102 |
|
|
2018
Q1 | $967K | Sell |
6,311
-47
| -0.7% | -$7.2K | 0.26% | 77 |
|
|
2017
Q4 | $1.08M | Sell |
6,358
-23
| -0.4% | -$3.9K | 0.26% | 76 |
|
|
2017
Q3 | $963K | Sell |
6,381
-61
| -0.9% | -$9.21K | 0.24% | 81 |
|
|
2017
Q2 | $907K | Sell |
6,442
-319
| -5% | -$44.9K | 0.26% | 76 |
|
|
2017
Q1 | $898K | Buy |
6,761
+351
| +5% | +$46.6K | 0.27% | 72 |
|
|
2016
Q4 | $735K | Buy |
6,410
+794
| +14% | +$91K | 0.24% | 84 |
|
|
2016
Q3 | $691K | Buy |
5,616
+26
| +0.5% | +$3.2K | 0.24% | 79 |
|
|
2016
Q2 | $622K | Buy |
5,590
+776
| +16% | +$86.3K | 0.27% | 82 |
|
|
2016
Q1 | $506K | Buy |
+4,814
| New | +$506K | 0.3% | 84 |
|