GWAM
Guardian Wealth Advisors (Minnesota)’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,280
| Closed | -$263K | – | 76 |
|
|
2024
Q4 | $263K | Sell |
3,280
-238
| -7% | -$19.1K | 0.17% | 61 |
|
|
2024
Q3 | $387K | Sell |
3,518
-35
| -1% | -$3.85K | 0.24% | 55 |
|
|
2024
Q2 | $284K | Sell |
3,553
-26
| -0.7% | -$2.08K | 0.18% | 61 |
|
|
2024
Q1 | $351K | Sell |
3,579
-79
| -2% | -$7.74K | 0.23% | 57 |
|
|
2023
Q4 | $359K | Buy |
3,658
+10
| +0.3% | +$981 | 0.25% | 47 |
|
|
2023
Q3 | $305K | Sell |
3,648
-163
| -4% | -$13.6K | 0.23% | 52 |
|
|
2023
Q2 | $357K | Sell |
3,811
-68
| -2% | -$6.37K | 0.26% | 50 |
|
|
2023
Q1 | $313K | Buy |
3,879
+426
| +12% | +$34.3K | 0.24% | 53 |
|
|
2022
Q4 | $259K | Buy |
+3,453
| New | +$259K | 0.23% | 55 |
|
|
2022
Q3 | – | Sell |
-2,082
| Closed | -$218K | – | 62 |
|
|
2022
Q2 | $218K | Buy |
2,082
+227
| +12% | +$23.8K | 0.2% | 60 |
|
|
2022
Q1 | $259K | Sell |
1,855
-16
| -0.9% | -$2.23K | 0.21% | 57 |
|
|
2021
Q4 | $353K | Buy |
1,871
+49
| +3% | +$9.25K | 0.28% | 49 |
|
|
2021
Q3 | $319K | Buy |
1,822
+14
| +0.8% | +$2.45K | 0.28% | 50 |
|
|
2021
Q2 | $371K | Sell |
1,808
-28
| -2% | -$5.75K | 0.32% | 50 |
|
|
2021
Q1 | $367K | Sell |
1,836
-166
| -8% | -$33.2K | 0.34% | 50 |
|
|
2020
Q4 | $357K | Buy |
+2,002
| New | +$357K | 0.35% | 50 |
|