EFS
Essex Financial Services’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
24,324
+459
| +2% | +$31.1K | 0.11% | 174 |
|
|
2025
Q1 | $1.83M | Sell |
23,865
-1,035
| -4% | -$79.6K | 0.13% | 153 |
|
|
2024
Q4 | $2M | Buy |
24,900
+2,373
| +11% | +$191K | 0.14% | 136 |
|
|
2024
Q3 | $2.36M | Sell |
22,527
-1,338
| -6% | -$140K | 0.17% | 116 |
|
|
2024
Q2 | $2.25M | Buy |
23,865
+5,819
| +32% | +$550K | 0.17% | 116 |
|
|
2024
Q1 | $1.77M | Buy |
18,046
+374
| +2% | +$36.6K | 0.16% | 128 |
|
|
2023
Q4 | $1.73M | Buy |
17,672
+17
| +0.1% | +$1.67K | 0.18% | 119 |
|
|
2023
Q3 | $1.48M | Sell |
17,655
-254
| -1% | -$21.2K | 0.17% | 127 |
|
|
2023
Q2 | $1.68M | Buy |
17,909
+4,825
| +37% | +$452K | 0.19% | 111 |
|
|
2023
Q1 | $1.05M | Buy |
13,084
+1,107
| +9% | +$89.2K | 0.11% | 176 |
|
|
2022
Q4 | $899K | Buy |
11,977
+188
| +2% | +$14.1K | 0.1% | 193 |
|
|
2022
Q3 | $887K | Sell |
11,789
-947
| -7% | -$71.3K | 0.11% | 179 |
|
|
2022
Q2 | $1.34M | Buy |
12,736
+805
| +7% | +$84.4K | 0.15% | 137 |
|
|
2022
Q1 | $1.67M | Sell |
11,931
-131
| -1% | -$18.3K | 0.16% | 135 |
|
|
2021
Q4 | $2.28M | Sell |
12,062
-456
| -4% | -$86K | 0.22% | 95 |
|
|
2021
Q3 | $2.2M | Sell |
12,518
-601
| -5% | -$105K | 0.25% | 94 |
|
|
2021
Q2 | $2.62M | Hold |
13,119
| – | – | 0.38% | 59 |
|
|
2021
Q1 | $2.62M | Buy |
13,119
+229
| +2% | +$45.7K | 0.47% | 53 |
|
|
2020
Q4 | $2.3M | Sell |
12,890
-383
| -3% | -$68.4K | 0.46% | 55 |
|
|
2020
Q3 | $2.15M | Sell |
13,273
-74
| -0.6% | -$12K | 0.53% | 48 |
|
|
2020
Q2 | $1.86M | Sell |
13,347
-1,228
| -8% | -$171K | 0.57% | 47 |
|
|
2020
Q1 | $1.46M | Buy |
14,575
+1,192
| +9% | +$119K | 0.52% | 48 |
|
|
2019
Q4 | $2.22M | Buy |
13,383
+5
| +0% | +$829 | 0.61% | 51 |
|
|
2019
Q3 | $1.93M | Sell |
13,378
-2,050
| -13% | -$296K | 0.62% | 46 |
|
|
2019
Q2 | $2.23M | Buy |
15,428
+1
| +0% | +$145 | 0.66% | 42 |
|
|
2019
Q1 | $2.1M | Sell |
15,427
-911
| -6% | -$124K | 0.63% | 45 |
|
|
2018
Q4 | $1.96M | Buy |
16,338
+2,421
| +17% | +$290K | 0.6% | 48 |
|
|
2018
Q3 | $2.04M | Buy |
13,917
+332
| +2% | +$48.6K | 0.45% | 61 |
|
|
2018
Q2 | $1.8M | Buy |
13,585
+984
| +8% | +$131K | 0.43% | 63 |
|
|
2018
Q1 | $1.93M | Sell |
12,601
-1,077
| -8% | -$165K | 0.38% | 72 |
|
|
2017
Q4 | $2.32M | Sell |
13,678
-603
| -4% | -$102K | 0.55% | 46 |
|
|
2017
Q3 | $2.16M | Buy |
14,281
+1,088
| +8% | +$164K | 0.53% | 49 |
|
|
2017
Q2 | $1.86M | Buy |
13,193
+1,173
| +10% | +$165K | 0.39% | 63 |
|
|
2017
Q1 | $1.6M | Buy |
12,020
+224
| +2% | +$29.8K | 0.37% | 68 |
|
|
2016
Q4 | $1.35M | Buy |
11,796
+420
| +4% | +$48.2K | 0.29% | 84 |
|
|
2016
Q3 | $1.4M | Sell |
11,376
-5,896
| -34% | -$725K | 0.33% | 77 |
|
|
2016
Q2 | $1.92M | Sell |
17,272
-397
| -2% | -$44.2K | 0.46% | 56 |
|
|
2016
Q1 | $1.86M | Buy |
17,669
+105
| +0.6% | +$11K | 0.46% | 58 |
|
|
2015
Q4 | $1.88M | Buy |
17,564
+344
| +2% | +$36.7K | 0.45% | 60 |
|
|
2015
Q3 | $1.67M | Sell |
17,220
-213
| -1% | -$20.7K | 0.43% | 63 |
|
|
2015
Q2 | $1.84M | Buy |
17,433
+3,036
| +21% | +$320K | 0.47% | 58 |
|
|
2015
Q1 | $1.37M | Sell |
14,397
-1,497
| -9% | -$143K | 0.35% | 71 |
|
|
2014
Q4 | $1.53M | Sell |
15,894
-172
| -1% | -$16.5K | 0.4% | 64 |
|
|
2014
Q3 | $1.43M | Buy |
16,066
+3
| +0% | +$266 | 0.43% | 59 |
|
|
2014
Q2 | $1.41M | Buy |
16,063
+793
| +5% | +$69.7K | 0.42% | 58 |
|
|
2014
Q1 | $1.24M | Buy |
15,270
+2,209
| +17% | +$180K | 0.41% | 61 |
|
|
2013
Q4 | $1.05M | Buy |
13,061
+1,211
| +10% | +$97.7K | 0.36% | 70 |
|
|
2013
Q3 | $1.07K | Hold |
11,850
| – | – | 0.34% | 61 |
|
|
2013
Q2 | $916K | Buy |
+11,850
| New | +$916K | 0.32% | 76 |
|