Integrated Wealth Concepts’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 | $399K | Sell |
5,895
-1,163
| -16% | -$78.8K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $543K | Sell |
7,058
-123
| -2% | -$9.46K | 0.01% | 1111 |
|
|
2024
Q4 | $577K | Buy |
7,181
+836
| +13% | +$67.1K | 0.01% | 1070 |
|
|
2024
Q3 | $699K | Sell |
6,345
-1,063
| -14% | -$117K | 0.01% | 945 |
|
|
2024
Q2 | $592K | Buy |
7,408
+189
| +3% | +$15.1K | 0.01% | 981 |
|
|
2024
Q1 | $707K | Buy |
7,219
+502
| +7% | +$49.2K | 0.01% | 899 |
|
|
2023
Q4 | $659K | Sell |
6,717
-989
| -13% | -$97K | 0.01% | 888 |
|
|
2023
Q3 | $644K | Buy |
7,706
+47
| +0.6% | +$3.93K | 0.01% | 877 |
|
|
2023
Q2 | $718K | Buy |
7,659
+16
| +0.2% | +$1.5K | 0.01% | 819 |
|
|
2023
Q1 | $616K | Buy |
7,643
+2,149
| +39% | +$173K | 0.01% | 783 |
|
|
2022
Q4 | $413K | Sell |
5,494
-587
| -10% | -$44.1K | 0.01% | 714 |
|
|
2022
Q3 | $457K | Buy |
6,081
+485
| +9% | +$36.4K | 0.01% | 614 |
|
|
2022
Q2 | $587K | Sell |
5,596
-318
| -5% | -$33.4K | 0.02% | 557 |
|
|
2022
Q1 | $827K | Sell |
5,914
-5
| -0.1% | -$699 | 0.03% | 439 |
|
|
2021
Q4 | $1.12M | Sell |
5,919
-612
| -9% | -$115K | 0.03% | 385 |
|
|
2021
Q3 | $1.15M | Buy |
6,531
+4,379
| +203% | +$768K | 0.04% | 354 |
|
|
2021
Q2 | $441K | Buy |
2,152
+14
| +0.7% | +$2.87K | 0.02% | 559 |
|
|
2021
Q1 | $427K | Buy |
2,138
+28
| +1% | +$5.59K | 0.02% | 511 |
|
|
2020
Q4 | $377K | Sell |
2,110
-55
| -3% | -$9.83K | 0.02% | 471 |
|
|
2020
Q3 | $351K | Buy |
2,165
+80
| +4% | +$13K | 0.02% | 417 |
|
|
2020
Q2 | $291K | Buy |
+2,085
| New | +$291K | 0.02% | 411 |
|
|
2020
Q1 | – | Sell |
-1,965
| Closed | -$326K | – | 474 |
|
|
2019
Q4 | $326K | Hold |
1,965
| – | – | 0.03% | 354 |
|
|
2019
Q3 | $284K | Hold |
1,965
| – | – | 0.03% | 323 |
|
|
2019
Q2 | $284K | Buy |
1,965
+33
| +2% | +$4.77K | 0.04% | 291 |
|
|
2019
Q1 | $263K | Buy |
1,932
+6
| +0.3% | +$817 | 0.04% | 267 |
|
|
2018
Q4 | $231K | Sell |
1,926
-43
| -2% | -$5.16K | 0.06% | 231 |
|
|
2018
Q3 | $290K | Sell |
1,969
-355
| -15% | -$52.3K | 0.09% | 180 |
|
|
2018
Q2 | $308K | Buy |
2,324
+38
| +2% | +$5.04K | 0.11% | 153 |
|
|
2018
Q1 | $344K | Buy |
2,286
+900
| +65% | +$135K | 0.14% | 133 |
|
|
2017
Q4 | $239K | Buy |
+1,386
| New | +$239K | 0.1% | 163 |
|