Center for Financial Planning’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 | $156K | Hold |
2,308
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $177K | Hold |
2,308
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $185K | Hold |
2,308
| – | – | 0.02% | 158 |
|
|
2024
Q3 | $254K | Sell |
2,308
-826
| -26% | -$91K | 0.03% | 134 |
|
|
2024
Q2 | $250K | Hold |
3,134
| – | – | 0.04% | 134 |
|
|
2024
Q1 | $307K | Buy |
3,134
+11
| +0.4% | +$1.08K | 0.05% | 119 |
|
|
2023
Q4 | $306K | Hold |
3,123
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $261K | Hold |
3,123
| – | – | 0.06% | 116 |
|
|
2023
Q2 | $293K | Hold |
3,123
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $252K | Hold |
3,123
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $235K | Hold |
3,123
| – | – | 0.06% | 120 |
|
|
2022
Q3 | $235K | Hold |
3,123
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $327K | Sell |
3,123
-4
| -0.1% | -$419 | 0.08% | 95 |
|
|
2022
Q1 | $437K | Hold |
3,127
| – | – | 0.09% | 85 |
|
|
2021
Q4 | $590K | Buy |
3,127
+4
| +0.1% | +$755 | 0.12% | 75 |
|
|
2021
Q3 | $547K | Hold |
3,123
| – | – | 0.13% | 73 |
|
|
2021
Q2 | $640K | Hold |
3,123
| – | – | 0.16% | 70 |
|
|
2021
Q1 | $624K | Hold |
3,123
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $558K | Hold |
3,123
| – | – | 0.16% | 67 |
|
|
2020
Q3 | $507K | Hold |
3,123
| – | – | 0.16% | 66 |
|
|
2020
Q2 | $435K | Sell |
3,123
-57
| -2% | -$7.94K | 0.15% | 68 |
|
|
2020
Q1 | $318K | Buy |
3,180
+57
| +2% | +$5.7K | 0.11% | 80 |
|
|
2019
Q4 | $518K | Buy |
+3,123
| New | +$518K | 0.13% | 71 |
|