CIA
Choate Investment Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
6,300
+829
| +15% | +$56.2K | 0.01% | 287 |
|
|
2025
Q1 | $421K | Buy |
5,471
+126
| +2% | +$9.69K | 0.01% | 278 |
|
|
2024
Q4 | $429K | Sell |
5,345
-20
| -0.4% | -$1.61K | 0.01% | 289 |
|
|
2024
Q3 | $591K | Buy |
5,365
+13
| +0.2% | +$1.43K | 0.02% | 246 |
|
|
2024
Q2 | $428K | Sell |
5,352
-88
| -2% | -$7.03K | 0.01% | 268 |
|
|
2024
Q1 | $533K | Sell |
5,440
-3
| -0.1% | -$294 | 0.01% | 257 |
|
|
2023
Q4 | $534K | Buy |
+5,443
| New | +$534K | 0.02% | 238 |
|
|
2019
Q2 | – | Sell |
-2,175
| Closed | -$296K | – | 235 |
|
|
2019
Q1 | $296K | Sell |
2,175
-295
| -12% | -$40.1K | 0.02% | 204 |
|
|
2018
Q4 | $296K | Sell |
2,470
-379
| -13% | -$45.4K | 0.02% | 184 |
|
|
2018
Q3 | $417K | Hold |
2,849
| – | – | 0.02% | 148 |
|
|
2018
Q2 | $378K | Sell |
2,849
-1,765
| -38% | -$234K | 0.02% | 170 |
|
|
2018
Q1 | $707K | Sell |
4,614
-208
| -4% | -$31.9K | 0.04% | 141 |
|
|
2017
Q4 | $818K | Sell |
4,822
-55
| -1% | -$9.33K | 0.04% | 139 |
|
|
2017
Q3 | $736K | Sell |
4,877
-120
| -2% | -$18.1K | 0.04% | 144 |
|
|
2017
Q2 | $703K | Sell |
4,997
-55
| -1% | -$7.74K | 0.04% | 145 |
|
|
2017
Q1 | $671K | Buy |
5,052
+10
| +0.2% | +$1.33K | 0.04% | 146 |
|
|
2016
Q4 | $578K | Buy |
5,042
+1,561
| +45% | +$179K | 0.04% | 149 |
|
|
2016
Q3 | $428K | Buy |
3,481
+944
| +37% | +$116K | 0.03% | 169 |
|
|
2016
Q2 | $282K | Buy |
2,537
+394
| +18% | +$43.8K | 0.02% | 194 |
|
|
2016
Q1 | $225K | Buy |
2,143
+2,014
| +1,561% | +$212K | 0.02% | 230 |
|
|
2015
Q4 | $13.8K | Sell |
129
-2,093
| -94% | -$223K | ﹤0.01% | 259 |
|
|
2015
Q3 | $215K | Buy |
2,222
+2,093
| +1,622% | +$203K | 0.01% | 233 |
|
|
2015
Q2 | $13.6K | Buy |
+129
| New | +$13.6K | ﹤0.01% | 242 |
|
|
2015
Q1 | – | Sell |
-129
| Closed | -$12.4K | – | 274 |
|
|
2014
Q4 | $12.4K | Buy |
+129
| New | +$12.4K | ﹤0.01% | 263 |
|
|
2014
Q3 | – | Sell |
-271
| Closed | -$23.8K | – | 294 |
|
|
2014
Q2 | $23.8K | Buy |
271
+92
| +51% | +$8.08K | ﹤0.01% | 282 |
|
|
2014
Q1 | $14.5K | Buy |
+179
| New | +$14.5K | ﹤0.01% | 279 |
|