Caldwell Trust’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
2025
Q3
$6.32K Sell
2025
Q2
$15.9K Hold
2025
Q1
$18.1K Hold
2024
Q4
$18.9K Hold
2024
Q3
$25.9K Hold
2024
Q2
$18.8K Sell
2024
Q1
$30K Hold
2023
Q4
$30K Hold
2023
Q3
$25.6K Hold
2023
Q2
$28.7K Hold
2023
Q1
$24.7K Hold
2022
Q4
$23K Buy
2022
Q3
$17.7K Sell
2022
Q2
$29.9K Sell
2022
Q1
$41.9K Hold
2021
Q4
$56.6K Sell
2021
Q3
$57K Sell
2021
Q2
$90K Hold
2021
Q1
$87.7K Hold
2020
Q4
$78.4K Buy
2020
Q3
$56.8K Hold
2020
Q2
$48.8K Sell
2020
Q1
$40K Hold
2019
Q4
$66.3K Buy