Institute for Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,502
| Closed | -$201K | – | 544 |
|
|
2024
Q4 | $201K | Hold |
2,502
| – | – | 0.03% | 486 |
|
|
2024
Q3 | $276K | Buy |
+2,502
| New | +$276K | 0.03% | 438 |
|
|
2024
Q2 | – | Sell |
-2,502
| Closed | -$245K | – | 518 |
|
|
2024
Q1 | $245K | Sell |
2,502
-70
| -3% | -$6.86K | 0.03% | 432 |
|
|
2023
Q4 | $252K | Sell |
2,572
-10
| -0.4% | -$981 | 0.04% | 403 |
|
|
2023
Q3 | $216K | Hold |
2,582
| – | – | 0.04% | 415 |
|
|
2023
Q2 | $242K | Hold |
2,582
| – | – | 0.04% | 403 |
|
|
2023
Q1 | $208K | Buy |
+2,582
| New | +$208K | 0.04% | 421 |
|
|
2022
Q4 | – | Sell |
-3,241
| Closed | -$244K | – | 465 |
|
|
2022
Q3 | $244K | Hold |
3,241
| – | – | 0.05% | 377 |
|
|
2022
Q2 | $340K | Hold |
3,241
| – | – | 0.07% | 361 |
|
|
2022
Q1 | $453K | Hold |
3,241
| – | – | 0.07% | 311 |
|
|
2021
Q4 | $611K | Sell |
3,241
-3
| -0.1% | -$566 | 0.1% | 242 |
|
|
2021
Q3 | $569K | Sell |
3,244
-58
| -2% | -$10.2K | 0.1% | 246 |
|
|
2021
Q2 | $677K | Hold |
3,302
| – | – | 0.12% | 206 |
|
|
2021
Q1 | $659K | Hold |
3,302
| – | – | 0.13% | 203 |
|
|
2020
Q4 | $590K | Hold |
3,302
| – | – | 0.12% | 210 |
|
|
2020
Q3 | $536K | Buy |
3,302
+9
| +0.3% | +$1.46K | 0.12% | 211 |
|
|
2020
Q2 | $459K | Sell |
3,293
-46
| -1% | -$6.41K | 0.11% | 248 |
|
|
2020
Q1 | $334K | Hold |
3,339
| – | – | 0.1% | 255 |
|
|
2019
Q4 | $553K | Hold |
3,339
| – | – | 0.12% | 232 |
|
|
2019
Q3 | $482K | Hold |
3,339
| – | – | 0.12% | 241 |
|
|
2019
Q2 | $483K | Sell |
3,339
-135
| -4% | -$19.5K | 0.11% | 259 |
|
|
2019
Q1 | $473K | Buy |
+3,474
| New | +$473K | 0.1% | 252 |
|
|
2017
Q3 | – | Sell |
-3,687
| Closed | -$520K | – | 373 |
|
|
2017
Q2 | $520K | Buy |
+3,687
| New | +$520K | 0.14% | 219 |
|