GeoWealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-346
| Closed | -$26.6K | – | 1288 |
|
|
2025
Q1 | $26.6K | Sell |
346
-848
| -71% | -$65.2K | ﹤0.01% | 956 |
|
|
2024
Q4 | $95.9K | Buy |
1,194
+111
| +10% | +$8.91K | ﹤0.01% | 982 |
|
|
2024
Q3 | $119K | Buy |
+1,083
| New | +$119K | ﹤0.01% | 857 |
|
|
2024
Q1 | – | Sell |
-1,165
| Closed | -$114K | – | 903 |
|
|
2023
Q4 | $114K | Buy |
+1,165
| New | +$114K | 0.01% | 577 |
|