Heritage Financial Services’s Stanley Black & Decker SWK Stock Holding History

Heritage Financial Services’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$253K	Buy
2024 Q2	–	Sell
2024 Q1	$225K	Buy
2023 Q4	$225K	Buy
2023 Q3	–	Sell
2023 Q2	$217K	Buy
2022 Q3	–	Sell
2022 Q2	$242K	Hold
2022 Q1	$323K	Hold
2021 Q4	$437K	Buy