FMWA
Forvis Mazars 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 | $308K | Sell |
4,553
-889
| -16% | -$60.2K | 0.01% | 349 |
|
|
2025
Q1 | $418K | Sell |
5,442
-565
| -9% | -$43.4K | 0.01% | 308 |
|
|
2024
Q4 | $482K | Hold |
6,007
| – | – | 0.01% | 311 |
|
|
2024
Q3 | $662K | Buy |
6,007
+560
| +10% | +$61.7K | 0.02% | 274 |
|
|
2024
Q2 | $435K | Sell |
5,447
-54
| -1% | -$4.31K | 0.01% | 310 |
|
|
2024
Q1 | $539K | Sell |
5,501
-51
| -0.9% | -$4.99K | 0.01% | 278 |
|
|
2023
Q4 | $545K | Sell |
5,552
-240
| -4% | -$23.5K | 0.02% | 264 |
|
|
2023
Q3 | $484K | Sell |
5,792
-548
| -9% | -$45.8K | 0.01% | 278 |
|
|
2023
Q2 | $594K | Buy |
+6,340
| New | +$594K | 0.02% | 268 |
|
|
2022
Q4 | – | Sell |
-6,963
| Closed | -$524K | – | 400 |
|
|
2022
Q3 | $524K | Buy |
6,963
+2,342
| +51% | +$176K | 0.02% | 251 |
|
|
2022
Q2 | $485K | Sell |
4,621
-47
| -1% | -$4.93K | 0.02% | 256 |
|
|
2022
Q1 | $653K | Buy |
4,668
+392
| +9% | +$54.8K | 0.03% | 170 |
|
|
2021
Q4 | $806K | Buy |
4,276
+654
| +18% | +$123K | 0.03% | 151 |
|
|
2021
Q3 | $635K | Buy |
3,622
+106
| +3% | +$18.6K | 0.03% | 157 |
|
|
2021
Q2 | $721K | Buy |
3,516
+210
| +6% | +$43.1K | 0.03% | 146 |
|
|
2021
Q1 | $660K | Sell |
3,306
-205
| -6% | -$40.9K | 0.03% | 149 |
|
|
2020
Q4 | $627K | Buy |
3,511
+428
| +14% | +$76.4K | 0.03% | 188 |
|
|
2020
Q3 | $500K | Buy |
3,083
+539
| +21% | +$87.4K | 0.03% | 208 |
|
|
2020
Q2 | $355K | Buy |
+2,544
| New | +$355K | 0.02% | 232 |
|
|
2018
Q2 | – | Sell |
-3,347
| Closed | -$513K | – | 244 |
|
|
2018
Q1 | $513K | Buy |
3,347
+78
| +2% | +$12K | 0.05% | 139 |
|
|
2017
Q4 | $555K | Buy |
3,269
+384
| +13% | +$65.2K | 0.06% | 139 |
|
|
2017
Q3 | $436K | Sell |
2,885
-45
| -2% | -$6.8K | 0.05% | 146 |
|
|
2017
Q2 | $412K | Buy |
2,930
+26
| +0.9% | +$3.66K | 0.05% | 149 |
|
|
2017
Q1 | $386K | Buy |
2,904
+296
| +11% | +$39.3K | 0.05% | 146 |
|
|
2016
Q4 | $299K | Buy |
2,608
+6
| +0.2% | +$688 | 0.04% | 159 |
|
|
2016
Q3 | $320K | Buy |
2,602
+82
| +3% | +$10.1K | 0.04% | 140 |
|
|
2016
Q2 | $280K | Sell |
2,520
-14
| -0.6% | -$1.56K | 0.04% | 148 |
|
|
2016
Q1 | $267K | Buy |
2,534
+24
| +1% | +$2.53K | 0.04% | 152 |
|
|
2015
Q4 | $268K | Sell |
2,510
-376
| -13% | -$40.1K | 0.04% | 154 |
|
|
2015
Q3 | $280K | Buy |
+2,886
| New | +$280K | 0.05% | 143 |
|