Carson Wealth (CWM LLC)’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
6,991
-15,508
| -69% | -$1.05M | ﹤0.01% | 1619 |
|
|
2025
Q1 | $1.73M | Buy |
22,499
+368
| +2% | +$28.3K | 0.01% | 874 |
|
|
2024
Q4 | $1.78M | Buy |
22,131
+7,195
| +48% | +$578K | 0.01% | 828 |
|
|
2024
Q3 | $1.65M | Buy |
14,936
+8,283
| +125% | +$912K | 0.01% | 786 |
|
|
2024
Q2 | $531K | Buy |
6,653
+685
| +11% | +$54.7K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $584K | Buy |
5,968
+234
| +4% | +$22.9K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $563K | Buy |
5,734
+1,432
| +33% | +$141K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $360K | Buy |
4,302
+54
| +1% | +$4.52K | ﹤0.01% | 1091 |
|
|
2023
Q2 | $398K | Buy |
4,248
+522
| +14% | +$48.9K | ﹤0.01% | 1008 |
|
|
2023
Q1 | $300K | Sell |
3,726
-663
| -15% | -$53.4K | ﹤0.01% | 1057 |
|
|
2022
Q4 | $330K | Buy |
4,389
+524
| +14% | +$39.4K | ﹤0.01% | 923 |
|
|
2022
Q3 | $291K | Buy |
3,865
+276
| +8% | +$20.8K | ﹤0.01% | 914 |
|
|
2022
Q2 | $376K | Sell |
3,589
-255
| -7% | -$26.7K | ﹤0.01% | 817 |
|
|
2022
Q1 | $537K | Buy |
3,844
+2,690
| +233% | +$376K | ﹤0.01% | 711 |
|
|
2021
Q4 | $218K | Buy |
+1,154
| New | +$218K | ﹤0.01% | 992 |
|
|
2021
Q2 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2021
Q1 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2020
Q4 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2020
Q3 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2020
Q2 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2020
Q1 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2019
Q4 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2019
Q3 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2019
Q2 | $280K | Hold |
1,366
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $280K | Buy |
1,366
+749
| +121% | +$154K | ﹤0.01% | 800 |
|
|
2018
Q4 | $74K | Buy |
617
+177
| +40% | +$21.2K | ﹤0.01% | 784 |
|
|
2018
Q3 | $64K | Buy |
440
+428
| +3,567% | +$62.3K | ﹤0.01% | 698 |
|
|
2018
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1420 |
|
|
2017
Q4 | – | Sell |
-13
| Closed | -$2K | – | 1575 |
|
|
2017
Q3 | $2K | Buy |
13
+3
| +30% | +$462 | ﹤0.01% | 1307 |
|
|
2017
Q2 | $1K | Sell |
10
-24
| -71% | -$2.4K | ﹤0.01% | 1139 |
|
|
2017
Q1 | $5K | Sell |
34
-101
| -75% | -$14.9K | ﹤0.01% | 874 |
|
|
2016
Q4 | $15K | Buy |
135
+101
| +297% | +$11.2K | ﹤0.01% | 655 |
|
|
2016
Q3 | $4K | Sell |
34
-13
| -28% | -$1.53K | ﹤0.01% | 851 |
|
|
2016
Q2 | $5K | Buy |
47
+2
| +4% | +$213 | ﹤0.01% | 633 |
|
|
2016
Q1 | $5K | Sell |
45
-319
| -88% | -$35.4K | ﹤0.01% | 602 |
|
|
2015
Q4 | $39K | Sell |
364
-46,808
| -99% | -$5.02M | ﹤0.01% | 342 |
|
|
2015
Q3 | $4.58M | Sell |
47,172
-35,030
| -43% | -$3.4M | 0.46% | 77 |
|
|
2015
Q2 | $8.65M | Sell |
82,202
-1,864
| -2% | -$196K | 0.83% | 44 |
|
|
2015
Q1 | $8.02M | Sell |
84,066
-211
| -0.3% | -$20.1K | 0.81% | 43 |
|
|
2014
Q4 | $8.1M | Buy |
84,277
+4,373
| +5% | +$420K | 0.98% | 30 |
|
|
2014
Q3 | $7.1M | Buy |
79,904
+16,234
| +25% | +$1.44M | 1.03% | 30 |
|
|
2014
Q2 | $5.59M | Sell |
63,670
-64,334
| -50% | -$5.65M | 1% | 32 |
|
|
2014
Q1 | $10.4M | Buy |
128,004
+43,870
| +52% | +$3.56M | 1.42% | 16 |
|
|
2013
Q4 | $6.78M | Buy |
84,134
+3,503
| +4% | +$282K | 1.06% | 23 |
|
|
2013
Q3 | $7.3M | Buy |
+80,631
| New | +$7.3M | 1.92% | 11 |
|