DBIA
Dumont & Blake 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 | $468K | Buy |
6,902
+15
| +0.2% | +$1.02K | 0.12% | 140 |
|
2025
Q1 | $529K | Buy |
6,887
+71
| +1% | +$5.46K | 0.15% | 133 |
|
2024
Q4 | $547K | Sell |
6,816
-35
| -0.5% | -$2.81K | 0.15% | 132 |
|
2024
Q3 | $755K | Sell |
6,851
-6,923
| -50% | -$762K | 0.2% | 117 |
|
2024
Q2 | $1.1M | Buy |
13,774
+6,820
| +98% | +$545K | 0.16% | 133 |
|
2024
Q1 | $681K | Buy |
6,954
+65
| +0.9% | +$6.37K | 0.2% | 118 |
|
2023
Q4 | $676K | Sell |
6,889
-187
| -3% | -$18.4K | 0.21% | 114 |
|
2023
Q3 | $591K | Sell |
7,076
-50
| -0.7% | -$4.18K | 0.2% | 117 |
|
2023
Q2 | $668K | Sell |
7,126
-31
| -0.4% | -$2.91K | 0.22% | 111 |
|
2023
Q1 | $577K | Buy |
7,157
+264
| +4% | +$21.3K | 0.2% | 119 |
|
2022
Q4 | $518K | Sell |
6,893
-416
| -6% | -$31.3K | 0.18% | 122 |
|
2022
Q3 | $550K | Buy |
7,309
+45
| +0.6% | +$3.39K | 0.21% | 119 |
|
2022
Q2 | $762K | Buy |
7,264
+112
| +2% | +$11.7K | 0.25% | 105 |
|
2022
Q1 | $1M | Sell |
7,152
-6
| -0.1% | -$839 | 0.27% | 97 |
|
2021
Q4 | $1.35M | Sell |
7,158
-15
| -0.2% | -$2.83K | 0.35% | 84 |
|
2021
Q3 | $1.26M | Buy |
7,173
+32
| +0.4% | +$5.61K | 0.36% | 80 |
|
2021
Q2 | $1.46M | Buy |
7,141
+55
| +0.8% | +$11.3K | 0.42% | 70 |
|
2021
Q1 | $1.42M | Buy |
7,086
+60
| +0.9% | +$12K | 0.43% | 66 |
|
2020
Q4 | $1.26M | Sell |
7,026
-269
| -4% | -$48K | 0.43% | 69 |
|
2020
Q3 | $1.18M | Buy |
7,295
+79
| +1% | +$12.8K | 0.45% | 65 |
|
2020
Q2 | $1.01M | Buy |
7,216
+96
| +1% | +$13.4K | 0.42% | 70 |
|
2020
Q1 | $712K | Sell |
7,120
-100
| -1% | -$10K | 0.37% | 81 |
|
2019
Q4 | $1.2M | Sell |
7,220
-30
| -0.4% | -$4.97K | 0.47% | 62 |
|
2019
Q3 | $1.05M | Sell |
7,250
-230
| -3% | -$33.2K | 0.44% | 68 |
|
2019
Q2 | $1.08M | Buy |
7,480
+45
| +0.6% | +$6.51K | 0.45% | 66 |
|
2019
Q1 | $1.01M | Buy |
7,435
+25
| +0.3% | +$3.4K | 0.43% | 72 |
|
2018
Q4 | $887K | Sell |
7,410
-555
| -7% | -$66.4K | 0.42% | 75 |
|
2018
Q3 | $1.17M | Buy |
7,965
+450
| +6% | +$65.9K | 0.45% | 71 |
|
2018
Q2 | $998K | Hold |
7,515
| – | – | 0.42% | 83 |
|
2018
Q1 | $1.15M | Sell |
7,515
-965
| -11% | -$148K | 0.49% | 64 |
|
2017
Q4 | $1.44M | Sell |
8,480
-75
| -0.9% | -$12.7K | 0.58% | 52 |
|
2017
Q3 | $1.29M | Sell |
8,555
-80
| -0.9% | -$12.1K | 0.55% | 58 |
|
2017
Q2 | $1.22M | Sell |
8,635
-125
| -1% | -$17.6K | 0.54% | 59 |
|
2017
Q1 | $1.16M | Buy |
8,760
+60
| +0.7% | +$7.97K | 0.53% | 64 |
|
2016
Q4 | $998K | Sell |
8,700
-3
| -0% | -$344 | 0.47% | 75 |
|
2016
Q3 | $1.07M | Sell |
8,703
-2,600
| -23% | -$320K | 0.53% | 66 |
|
2016
Q2 | $1.26M | Sell |
11,303
-390
| -3% | -$43.4K | 0.63% | 51 |
|
2016
Q1 | $1.23M | Sell |
11,693
-375
| -3% | -$39.4K | 0.64% | 50 |
|
2015
Q4 | $1.29M | Buy |
12,068
+150
| +1% | +$16K | 0.66% | 51 |
|
2015
Q3 | $1.16M | Sell |
11,918
-195
| -2% | -$18.9K | 0.62% | 56 |
|
2015
Q2 | $1.28M | Hold |
12,113
| – | – | 0.62% | 59 |
|
2015
Q1 | $1.16M | Buy |
12,113
+75
| +0.6% | +$7.15K | 0.56% | 71 |
|
2014
Q4 | $1.16M | Hold |
12,038
| – | – | 0.57% | 72 |
|
2014
Q3 | $1.07M | Hold |
12,038
| – | – | 0.55% | 71 |
|
2014
Q2 | $1.06M | Sell |
12,038
-60
| -0.5% | -$5.27K | 0.53% | 76 |
|
2014
Q1 | $983K | Sell |
12,098
-307
| -2% | -$24.9K | 0.51% | 81 |
|
2013
Q4 | $1M | Sell |
12,405
-1,085
| -8% | -$87.6K | 0.52% | 85 |
|
2013
Q3 | $1.22M | Hold |
13,490
| – | – | 0.58% | 69 |
|
2013
Q2 | $1.04M | Buy |
+13,490
| New | +$1.04M | 0.63% | 66 |
|