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Carolinas Wealth Consulting’s Stanley Black & Decker SWK Stock Holding History

Carolinas Wealth Consulting’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$551 – 1101
2024
Q3 		$551 Hold
5
– – ﹤0.01% 997
2024
Q2 		$400 Buy
+5
New +$440 ﹤0.01% 1005
2023
Q3 		– Sell
-64
Closed -$6K – 1111
2023
Q2 		$6K Hold
64
– – ﹤0.01% 656
2023
Q1 		$5.16K Hold
64
– – ﹤0.01% 679
2022
Q4 		$4.81K Sell
64
-4
-6% -$312 ﹤0.01% 698
2022
Q3 		$5K Sell
68
-3
-4% -$289 ﹤0.01% 665
2022
Q2 		$7K Hold
71
– – ﹤0.01% 635
2022
Q1 		$10K Buy
71
+64
+914% +$10.6K ﹤0.01% 606
2021
Q4 		$1K Hold
7
– – ﹤0.01% 936
2021
Q3 		$1K Hold
7
– – ﹤0.01% 910
2021
Q2 		$1K Hold
7
– – ﹤0.01% 918
2021
Q1 		$1K Hold
7
– – ﹤0.01% 913
2020
Q4 		$1K Hold
7
– – ﹤0.01% 837
2020
Q3 		$1K Hold
7
– – ﹤0.01% 885
2020
Q2 		$1K Buy
+7
New +$845 ﹤0.01% 617

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SWK Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 5 shares — an estimated $551 sold.

Carolinas Wealth Consulting first reported a position in SWK in Q2 2020 and held it in 15 quarters. The position peaked at $10K in Q1 2022. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Stanley Black & Decker shares in Q4 2024, an estimated $551.
  • Carolinas Wealth Consulting first reported a position in Stanley Black & Decker in Q2 2020 and held it in 15 quarters.
  • Carolinas Wealth Consulting's Stanley Black & Decker position peaked at $10K in Q1 2022.
  • 768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.