Creative 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 | $1.48M | Sell |
21,864
-2,613
| -11% | -$177K | ﹤0.01% | 1543 |
|
|
2025
Q1 | $1.88M | Sell |
24,477
-1,769
| -7% | -$136K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $2.11M | Sell |
26,246
-10,097
| -28% | -$811K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $4M | Buy |
36,343
+11,085
| +44% | +$1.22M | ﹤0.01% | 727 |
|
|
2024
Q2 | $2.02M | Buy |
25,258
+2,837
| +13% | +$227K | ﹤0.01% | 979 |
|
|
2024
Q1 | $2.2M | Sell |
22,421
-19,303
| -46% | -$1.89M | ﹤0.01% | 926 |
|
|
2023
Q4 | $4.09M | Buy |
41,724
+1,742
| +4% | +$171K | 0.01% | 621 |
|
|
2023
Q3 | $3.34M | Buy |
39,982
+19,322
| +94% | +$1.61M | ﹤0.01% | 654 |
|
|
2023
Q2 | $1.94M | Sell |
20,660
-1,221
| -6% | -$114K | ﹤0.01% | 827 |
|
|
2023
Q1 | $1.76M | Buy |
21,881
+2,542
| +13% | +$205K | ﹤0.01% | 820 |
|
|
2022
Q4 | $1.45M | Sell |
19,339
-603
| -3% | -$45.3K | ﹤0.01% | 857 |
|
|
2022
Q3 | $1.5M | Sell |
19,942
-264
| -1% | -$19.9K | ﹤0.01% | 788 |
|
|
2022
Q2 | $2.12M | Buy |
20,206
+711
| +4% | +$74.6K | ﹤0.01% | 697 |
|
|
2022
Q1 | $2.73M | Buy |
19,495
+130
| +0.7% | +$18.2K | ﹤0.01% | 624 |
|
|
2021
Q4 | $3.65M | Sell |
19,365
-343
| -2% | -$64.7K | 0.01% | 504 |
|
|
2021
Q3 | $3.46M | Buy |
19,708
+747
| +4% | +$131K | 0.01% | 516 |
|
|
2021
Q2 | $3.89M | Sell |
18,961
-2,049
| -10% | -$420K | 0.01% | 476 |
|
|
2021
Q1 | $4.2M | Buy |
21,010
+490
| +2% | +$97.8K | 0.01% | 452 |
|
|
2020
Q4 | $3.66M | Buy |
20,520
+267
| +1% | +$47.7K | 0.01% | 447 |
|
|
2020
Q3 | $3.29M | Sell |
20,253
-181
| -0.9% | -$29.4K | 0.01% | 404 |
|
|
2020
Q2 | $2.85M | Sell |
20,434
-63
| -0.3% | -$8.78K | 0.01% | 390 |
|
|
2020
Q1 | $2.05M | Sell |
20,497
-2,124
| -9% | -$212K | 0.01% | 428 |
|
|
2019
Q4 | $3.75M | Sell |
22,621
-250
| -1% | -$41.4K | 0.01% | 347 |
|
|
2019
Q3 | $3.3M | Buy |
22,871
+531
| +2% | +$76.7K | 0.01% | 369 |
|
|
2019
Q2 | $3.23M | Buy |
22,340
+316
| +1% | +$45.7K | 0.01% | 374 |
|
|
2019
Q1 | $3M | Sell |
22,024
-337
| -2% | -$45.9K | 0.01% | 366 |
|
|
2018
Q4 | $2.68M | Buy |
22,361
+176
| +0.8% | +$21.1K | 0.01% | 364 |
|
|
2018
Q3 | $3.25M | Buy |
22,185
+93
| +0.4% | +$13.6K | 0.01% | 362 |
|
|
2018
Q2 | $2.93M | Buy |
22,092
+23
| +0.1% | +$3.06K | 0.01% | 380 |
|
|
2018
Q1 | $3.38M | Buy |
22,069
+482
| +2% | +$73.8K | 0.01% | 331 |
|
|
2017
Q4 | $3.66M | Buy |
21,587
+543
| +3% | +$92.1K | 0.02% | 308 |
|
|
2017
Q3 | $3.18M | Sell |
21,044
-624
| -3% | -$94.2K | 0.01% | 329 |
|
|
2017
Q2 | $3.05M | Sell |
21,668
-4,730
| -18% | -$666K | 0.02% | 321 |
|
|
2017
Q1 | $3.51M | Sell |
26,398
-1,043
| -4% | -$139K | 0.02% | 280 |
|
|
2016
Q4 | $3.15M | Sell |
27,441
-44
| -0.2% | -$5.05K | 0.02% | 292 |
|
|
2016
Q3 | $3.38M | Buy |
27,485
+8,022
| +41% | +$987K | 0.02% | 266 |
|
|
2016
Q2 | $2.17M | Buy |
19,463
+6,813
| +54% | +$758K | 0.02% | 316 |
|
|
2016
Q1 | $1.33M | Sell |
12,650
-606
| -5% | -$63.8K | 0.01% | 417 |
|
|
2015
Q4 | $1.42M | Buy |
13,256
+681
| +5% | +$72.7K | 0.01% | 396 |
|
|
2015
Q3 | $1.22M | Sell |
12,575
-333
| -3% | -$32.3K | 0.01% | 428 |
|
|
2015
Q2 | $1.36M | Buy |
12,908
+519
| +4% | +$54.6K | 0.01% | 388 |
|
|
2015
Q1 | $1.18M | Buy |
12,389
+757
| +7% | +$72.2K | 0.01% | 408 |
|
|
2014
Q4 | $1.12M | Sell |
11,632
-372
| -3% | -$35.8K | 0.01% | 417 |
|
|
2014
Q3 | $1.07M | Buy |
12,004
+1,246
| +12% | +$111K | 0.01% | 381 |
|
|
2014
Q2 | $945K | Buy |
10,758
+736
| +7% | +$64.7K | 0.01% | 404 |
|
|
2014
Q1 | $814K | Buy |
10,022
+1,028
| +11% | +$83.5K | 0.01% | 434 |
|
|
2013
Q4 | $726K | Sell |
8,994
-77
| -0.8% | -$6.22K | 0.01% | 400 |
|
|
2013
Q3 | $822K | Sell |
9,071
-193
| -2% | -$17.5K | 0.02% | 312 |
|
|
2013
Q2 | $716K | Buy |
+9,264
| New | +$716K | 0.02% | 306 |
|