Cape Investment Advisory’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 | $31.1K | Hold |
459
| – | – | 0.01% | 439 |
|
|
2025
Q1 | $35.3K | Buy |
459
+1
| +0.2% | +$77 | 0.01% | 391 |
|
|
2024
Q4 | $36.8K | Buy |
458
+237
| +107% | +$19K | 0.01% | 379 |
|
|
2024
Q3 | $24.3K | Hold |
221
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $17.7K | Buy |
221
+81
| +58% | +$6.47K | 0.01% | 437 |
|
|
2024
Q1 | $13.7K | Hold |
140
| – | – | 0.01% | 487 |
|
|
2023
Q4 | $13.7K | Hold |
140
| – | – | 0.01% | 602 |
|
|
2023
Q3 | $11.7K | Hold |
140
| – | – | 0.01% | 534 |
|
|
2023
Q2 | $13.1K | Hold |
140
| – | – | 0.01% | 507 |
|
|
2023
Q1 | $11.3K | Buy |
+140
| New | +$11.3K | 0.01% | 514 |
|