IAA
Independent Advisor Alliance’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
8,581
+440
| +5% | +$29.8K | 0.02% | 541 |
|
|
2025
Q1 | $626K | Sell |
8,141
-1,118
| -12% | -$86K | 0.02% | 473 |
|
|
2024
Q4 | $743K | Buy |
9,259
+963
| +12% | +$77.3K | 0.01% | 816 |
|
|
2024
Q3 | $914K | Sell |
8,296
-4,127
| -33% | -$455K | 0.03% | 346 |
|
|
2024
Q2 | $992K | Buy |
12,423
+2,014
| +19% | +$161K | 0.03% | 329 |
|
|
2024
Q1 | $1.02M | Sell |
10,409
-1,522
| -13% | -$149K | 0.04% | 319 |
|
|
2023
Q4 | $1.17M | Sell |
11,931
-868
| -7% | -$85.2K | 0.04% | 280 |
|
|
2023
Q3 | $1.07M | Sell |
12,799
-2,965
| -19% | -$248K | 0.05% | 287 |
|
|
2023
Q2 | $1.48M | Sell |
15,764
-494
| -3% | -$46.3K | 0.07% | 250 |
|
|
2023
Q1 | $1.31M | Buy |
16,258
+2,776
| +21% | +$224K | 0.06% | 251 |
|
|
2022
Q4 | $1.01K | Buy |
13,482
+2,053
| +18% | +$154 | ﹤0.01% | 300 |
|
|
2022
Q3 | $860K | Buy |
11,429
+2,741
| +32% | +$206K | 0.05% | 276 |
|
|
2022
Q2 | $911K | Buy |
8,688
+570
| +7% | +$59.8K | 0.05% | 285 |
|
|
2022
Q1 | $1.14M | Buy |
8,118
+812
| +11% | +$114K | 0.05% | 262 |
|
|
2021
Q4 | $1.38M | Buy |
7,306
+1,188
| +19% | +$224K | 0.07% | 227 |
|
|
2021
Q3 | $1.07M | Buy |
6,118
+211
| +4% | +$37K | 0.06% | 255 |
|
|
2021
Q2 | $1.21M | Buy |
5,907
+165
| +3% | +$33.8K | 0.07% | 238 |
|
|
2021
Q1 | $1.15M | Sell |
5,742
-235
| -4% | -$46.9K | 0.07% | 232 |
|
|
2020
Q4 | $1.07M | Sell |
5,977
-124
| -2% | -$22.1K | 0.07% | 206 |
|
|
2020
Q3 | $990K | Buy |
6,101
+252
| +4% | +$40.9K | 0.08% | 185 |
|
|
2020
Q2 | $815K | Buy |
5,849
+635
| +12% | +$88.5K | 0.09% | 189 |
|
|
2020
Q1 | $521K | Sell |
5,214
-436
| -8% | -$43.6K | 0.08% | 208 |
|
|
2019
Q4 | $936K | Sell |
5,650
-6,322
| -53% | -$1.05M | 0.04% | 385 |
|
|
2019
Q3 | $1.73M | Buy |
11,972
+281
| +2% | +$40.6K | 0.21% | 103 |
|
|
2019
Q2 | $1.69M | Buy |
11,691
+543
| +5% | +$78.5K | 0.24% | 85 |
|
|
2019
Q1 | $1.52M | Buy |
11,148
+1,696
| +18% | +$231K | 0.21% | 103 |
|
|
2018
Q4 | $1.13M | Sell |
9,452
-858
| -8% | -$103K | 0.2% | 108 |
|
|
2018
Q3 | $1.52M | Buy |
10,310
+213
| +2% | +$31.4K | 0.27% | 81 |
|
|
2018
Q2 | $1.34M | Buy |
10,097
+1,863
| +23% | +$247K | 0.28% | 81 |
|
|
2018
Q1 | $1.24M | Buy |
8,234
+2,133
| +35% | +$320K | 0.28% | 84 |
|
|
2017
Q4 | $1.05M | Buy |
+6,101
| New | +$1.05M | 0.24% | 103 |
|