Crestwood Advisors 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
Q2 | $471K | Buy |
6,946
+357
| +5% | +$24.2K | 0.01% | 355 |
|
|
2025
Q1 | $507K | Sell |
6,589
-9,702
| -60% | -$746K | 0.01% | 339 |
|
|
2024
Q4 | $1.31M | Sell |
16,291
-4,974
| -23% | -$399K | 0.02% | 223 |
|
|
2024
Q3 | $2.34M | Sell |
21,265
-214
| -1% | -$23.6K | 0.04% | 175 |
|
|
2024
Q2 | $1.72M | Buy |
21,479
+232
| +1% | +$18.5K | 0.04% | 188 |
|
|
2024
Q1 | $2.08M | Buy |
21,247
+362
| +2% | +$35.5K | 0.05% | 168 |
|
|
2023
Q4 | $2.05M | Buy |
20,885
+117
| +0.6% | +$11.5K | 0.05% | 161 |
|
|
2023
Q3 | $1.74M | Buy |
20,768
+126
| +0.6% | +$10.5K | 0.05% | 164 |
|
|
2023
Q2 | $1.93M | Hold |
20,642
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $1.66M | Buy |
20,642
+1
| +0% | +$81 | 0.06% | 117 |
|
|
2022
Q4 | $1.55M | Buy |
20,641
+14,266
| +224% | +$1.07M | 0.05% | 122 |
|
|
2022
Q3 | $479K | Sell |
6,375
-43
| -0.7% | -$3.23K | 0.02% | 196 |
|
|
2022
Q2 | $673K | Hold |
6,418
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $897K | Sell |
6,418
-75
| -1% | -$10.5K | 0.03% | 160 |
|
|
2021
Q4 | $1.23M | Buy |
6,493
+75
| +1% | +$14.2K | 0.03% | 153 |
|
|
2021
Q3 | $1.13M | Hold |
6,418
| – | – | 0.03% | 149 |
|
|
2021
Q2 | $1.32M | Sell |
6,418
-4
| -0.1% | -$820 | 0.04% | 139 |
|
|
2021
Q1 | $1.28M | Buy |
6,422
+36
| +0.6% | +$7.19K | 0.04% | 135 |
|
|
2020
Q4 | $1.14M | Buy |
+6,386
| New | +$1.14M | 0.04% | 137 |
|