BerganKDV Wealth Management’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
2023 Q2	$2.54M	Buy	27,104 +1,169	+5%	+$96.8K	0.25%	75
2023 Q1	$2.09M	Buy	25,935 +3,739	+17%	+$315K	0.22%	82
2022 Q4	$1.67M	Buy	22,196 +123	+0.6%	+$9.6K	0.18%	100
2022 Q3	$1.66M	Buy	22,073 +1,405	+7%	+$135K	0.2%	94
2022 Q2	$2.17M	Buy	20,668 +1,189	+6%	+$146K	0.25%	85
2022 Q1	$2.72M	Buy	19,479 +1,545	+9%	+$255K	0.29%	72
2021 Q4	$3.38M	Sell	17,934 -226	-1%	-$41.7K	0.35%	58
2021 Q3	$3.18M	Buy	18,160 +474	+3%	+$92.4K	0.36%	58
2021 Q2	$3.63M	Buy	17,686 +1,036	+6%	+$215K	0.43%	48
2021 Q1	$3.32M	Buy	16,650 +500	+3%	+$90.7K	0.43%	49
2020 Q4	$2.88M	Buy	16,150 +448	+3%	+$79.4K	0.41%	51
2020 Q3	$2.55M	Buy	15,702 +1,449	+10%	+$226K	0.4%	50
2020 Q2	$1.99M	Buy	14,253 +416	+3%	+$50.2K	0.34%	68
2020 Q1	$1.38M	Buy	13,837 +2,119	+18%	+$303K	0.28%	77
2019 Q4	$1.94M	Buy	11,718 +894	+8%	+$138K	0.35%	62
2019 Q3	$1.56M	Buy	10,824 +1,479	+16%	+$209K	0.31%	71
2019 Q2	$1.35M	Buy	9,345 +1,727	+23%	+$243K	0.27%	74
2019 Q1	$1.04M	Buy	7,618 +1,226	+19%	+$160K	0.21%	86
2018 Q4	$765K	Sell	6,392 -80	-1%	-$9.98K	0.18%	96
2018 Q3	$948K	Buy	6,472 +22	+0.3%	+$3.13K	0.2%	88
2018 Q2	$857K	Buy	6,450 +139	+2%	+$20K	0.19%	102
2018 Q1	$967K	Sell	6,311 -47	-0.7%	-$7.63K	0.26%	77
2017 Q4	$1.08M	Sell	6,358 -23	-0.4%	-$3.76K	0.26%	76
2017 Q3	$963K	Sell	6,381 -61	-0.9%	-$8.77K	0.24%	81
2017 Q2	$907K	Sell	6,442 -319	-5%	-$43.8K	0.26%	76
2017 Q1	$898K	Buy	6,761 +351	+5%	+$44K	0.27%	72
2016 Q4	$735K	Buy	6,410 +794	+14%	+$94.6K	0.24%	84
2016 Q3	$691K	Buy	5,616 +26	+0.5%	+$3.14K	0.24%	79
2016 Q2	$622K	Buy	5,590 +776	+16%	+$86.3K	0.27%	82
2016 Q1	$506K	Buy	+4,814	New	+$467K	0.3%	84