EverSource Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$67K Buy
989
+345
+54% +$23.4K ﹤0.01% 1426
2025
Q1
$49.5K Buy
644
+274
+74% +$21.1K ﹤0.01% 1248
2024
Q4
$29.7K Sell
370
-171
-32% -$13.7K ﹤0.01% 1425
2024
Q3
$59.5K Buy
541
+13
+2% +$1.43K ﹤0.01% 994
2024
Q2
$55.7K Buy
528
+237
+81% +$25K ﹤0.01% 1038
2024
Q1
$26.6K Sell
291
-49
-14% -$4.47K ﹤0.01% 1233
2023
Q4
$33.3K Sell
340
-178
-34% -$17.5K ﹤0.01% 1054
2023
Q3
$43.3K Buy
518
+231
+80% +$19.3K ﹤0.01% 867
2023
Q2
$26.9K Sell
287
-60
-17% -$5.62K ﹤0.01% 1039
2023
Q1
$28K Sell
347
-8
-2% -$645 ﹤0.01% 968
2022
Q4
$26.7K Sell
355
-97
-21% -$7.29K ﹤0.01% 978
2022
Q3
$34K Buy
452
+21
+5% +$1.58K 0.01% 739
2022
Q2
$46K Buy
431
+308
+250% +$32.9K 0.01% 648
2022
Q1
$18K Sell
123
-58
-32% -$8.49K ﹤0.01% 749
2021
Q4
$34K Buy
+181
New +$34K 0.01% 501