Great Valley Advisor Group’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 | $406K | Sell |
6,001
-85
| -1% | -$5.75K | 0.01% | 663 |
|
|
2025
Q1 | $468K | Buy |
6,086
+60
| +1% | +$4.61K | 0.01% | 603 |
|
|
2024
Q4 | $484K | Sell |
6,026
-2,100
| -26% | -$169K | 0.01% | 583 |
|
|
2024
Q3 | $895K | Buy |
8,126
+401
| +5% | +$44.2K | 0.02% | 448 |
|
|
2024
Q2 | $617K | Buy |
7,725
+725
| +10% | +$57.9K | 0.02% | 486 |
|
|
2024
Q1 | $686K | Buy |
+7,000
| New | +$686K | 0.02% | 431 |
|
|
2022
Q2 | – | Sell |
-1,664
| Closed | -$263K | – | 720 |
|
|
2022
Q1 | $263K | Buy |
1,664
+215
| +15% | +$34K | 0.02% | 514 |
|
|
2021
Q4 | $268K | Sell |
1,449
-19
| -1% | -$3.51K | 0.02% | 512 |
|
|
2021
Q3 | $257K | Buy |
1,468
+10
| +0.7% | +$1.75K | 0.02% | 502 |
|
|
2021
Q2 | $296K | Hold |
1,458
| – | – | 0.02% | 455 |
|
|
2021
Q1 | $291K | Sell |
1,458
-57
| -4% | -$11.4K | 0.03% | 413 |
|
|
2020
Q4 | $271K | Sell |
1,515
-107
| -7% | -$19.1K | 0.03% | 392 |
|
|
2020
Q3 | $263K | Buy |
1,622
+6
| +0.4% | +$973 | 0.03% | 351 |
|
|
2020
Q2 | $225K | Buy |
+1,616
| New | +$225K | 0.04% | 368 |
|