Caldwell Trust’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Hold |
235
|
|
||||
|
2025
Q1 | $18.1K | Hold |
235
|
|
||||
|
2024
Q4 | $18.9K | Hold |
235
|
|
||||
|
2024
Q3 | $25.9K | Hold |
235
|
|
||||
|
2024
Q2 | $18.8K | Sell |
235
-71
|
|
||||
|
2024
Q1 | $30K | Hold |
306
|
|
||||
|
2023
Q4 | $30K | Hold |
306
|
|
||||
|
2023
Q3 | $25.6K | Hold |
306
|
|
||||
|
2023
Q2 | $28.7K | Hold |
306
|
|
||||
|
2023
Q1 | $24.7K | Hold |
306
|
|
||||
|
2022
Q4 | $23K | Buy |
306
+71
|
|
||||
|
2022
Q3 | $17.7K | Sell |
235
-50
|
|
||||
|
2022
Q2 | $29.9K | Sell |
285
-15
|
|
||||
|
2022
Q1 | $41.9K | Hold |
300
|
|
||||
|
2021
Q4 | $56.6K | Sell |
300
-25
|
|
||||
|
2021
Q3 | $57K | Sell |
325
-114
|
|
||||
|
2021
Q2 | $90K | Hold |
439
|
|
||||
|
2021
Q1 | $87.7K | Hold |
439
|
|
||||
|
2020
Q4 | $78.4K | Buy |
439
+89
|
|
||||
|
2020
Q3 | $56.8K | Hold |
350
|
|
||||
|
2020
Q2 | $48.8K | Sell |
350
-50
|
|
||||
|
2020
Q1 | $40K | Hold |
400
|
|
||||
|
2019
Q4 | $66.3K | Buy |
+400
|
|