CAPTRUST Financial Advisors’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 | $1.3M | Sell |
19,183
-10,626
| -36% | -$720K | ﹤0.01% | 1201 |
|
2025
Q1 | $2.29M | Buy |
29,809
+4,328
| +17% | +$333K | 0.01% | 847 |
|
2024
Q4 | $2.05M | Sell |
25,481
-609
| -2% | -$48.9K | 0.01% | 881 |
|
2024
Q3 | $2.87M | Sell |
26,090
-1,722
| -6% | -$190K | 0.01% | 712 |
|
2024
Q2 | $2.22M | Buy |
27,812
+239
| +0.9% | +$19.1K | 0.01% | 772 |
|
2024
Q1 | $2.7M | Sell |
27,573
-30,507
| -53% | -$2.99M | 0.01% | 686 |
|
2023
Q4 | $5.7M | Buy |
58,080
+314
| +0.5% | +$30.8K | 0.02% | 516 |
|
2023
Q3 | $4.83M | Buy |
57,766
+7,750
| +15% | +$648K | 0.02% | 525 |
|
2023
Q2 | $4.69M | Sell |
50,016
-10,066
| -17% | -$943K | 0.02% | 520 |
|
2023
Q1 | $4.84M | Buy |
60,082
+6,929
| +13% | +$558K | 0.02% | 468 |
|
2022
Q4 | $3.99M | Buy |
53,153
+6,506
| +14% | +$489K | 0.02% | 496 |
|
2022
Q3 | $3.51M | Buy |
46,647
+4,944
| +12% | +$372K | 0.02% | 504 |
|
2022
Q2 | $4.37M | Sell |
41,703
-1,883
| -4% | -$197K | 0.03% | 400 |
|
2022
Q1 | $6.09M | Buy |
43,586
+25,063
| +135% | +$3.5M | 0.04% | 327 |
|
2021
Q4 | $3.49M | Buy |
18,523
+66
| +0.4% | +$12.5K | 0.02% | 443 |
|
2021
Q3 | $3.24M | Sell |
18,457
-18
| -0.1% | -$3.16K | 0.03% | 411 |
|
2021
Q2 | $3.79M | Sell |
18,475
-265
| -1% | -$54.3K | 0.04% | 347 |
|
2021
Q1 | $3.74M | Buy |
18,740
+880
| +5% | +$176K | 0.04% | 326 |
|
2020
Q4 | $3.19M | Sell |
17,860
-263
| -1% | -$47K | 0.04% | 314 |
|
2020
Q3 | $2.95M | Sell |
18,123
-1,593
| -8% | -$259K | 0.05% | 283 |
|
2020
Q2 | $2.67M | Buy |
19,716
+4,081
| +26% | +$553K | 0.04% | 306 |
|
2020
Q1 | $1.44M | Sell |
15,635
-2,856
| -15% | -$263K | 0.03% | 354 |
|
2019
Q4 | $3.11M | Buy |
18,491
+8,486
| +85% | +$1.43M | 0.05% | 305 |
|
2019
Q3 | $1.45M | Sell |
10,005
-59
| -0.6% | -$8.52K | 0.05% | 264 |
|
2019
Q2 | $1.46M | Buy |
10,064
+76
| +0.8% | +$11K | 0.05% | 253 |
|
2019
Q1 | $1.36M | Sell |
9,988
-75
| -0.7% | -$10.2K | 0.06% | 233 |
|
2018
Q4 | $1.21M | Hold |
10,063
| – | – | 0.06% | 201 |
|
2018
Q3 | $1.47M | Buy |
10,063
+9,709
| +2,743% | +$1.42M | 0.07% | 176 |
|
2018
Q2 | $47K | Sell |
354
-50
| -12% | -$6.64K | ﹤0.01% | 697 |
|
2018
Q1 | $61K | Buy |
404
+50
| +14% | +$7.55K | ﹤0.01% | 562 |
|
2017
Q4 | $60K | Buy |
354
+178
| +101% | +$30.2K | ﹤0.01% | 558 |
|
2017
Q3 | $28K | Buy |
+176
| New | +$28K | ﹤0.01% | 327 |
|