Chicago Partners Investment Group’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
Q1
Sell
-2,696
Closed -$220K 989
2024
Q4
$220K Buy
+2,696
New +$220K 0.01% 785
2018
Q4
Sell
-101
Closed -$11K 843
2018
Q3
$11K Hold
101
﹤0.01% 800
2018
Q2
$13K Hold
101
﹤0.01% 755
2018
Q1
$15K Hold
101
﹤0.01% 700
2017
Q4
$17K Sell
101
-26
-20% -$4.38K ﹤0.01% 653
2017
Q3
$19K Buy
+127
New +$19K ﹤0.01% 641
2017
Q2
Sell
-127
Closed -$17K 775
2017
Q1
$17K Hold
127
﹤0.01% 418
2016
Q4
$15K Hold
127
0.01% 404
2016
Q3
$16K Hold
127
0.01% 381
2016
Q2
$14K Hold
127
0.01% 340
2016
Q1
$13K Hold
127
0.01% 329
2015
Q4
$14K Hold
127
0.01% 374
2015
Q3
$12K Hold
127
0.01% 323
2015
Q2
$13K Buy
127
+1
+0.8% +$102 0.01% 323
2015
Q1
$12K Sell
126
-1
-0.8% -$95 0.01% 335
2014
Q4
$12K Buy
+127
New +$12K 0.01% 350