EP Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $443K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $14.3M | Buy |
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|
2020
Q1 | $9.41M | Sell |
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|
2019
Q4 | $19.6M | Buy |
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|
2019
Q3 | $16.6M | Buy |
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|
2019
Q2 | $16M | Buy |
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|
2019
Q1 | $14.7M | Buy |
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