J.P. Morgan Private Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $555K | Buy |
6,644
+330
| +5% | +$27.6K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $592K | Sell |
6,314
-4,061
| -39% | -$381K | ﹤0.01% | 966 |
|
|
2023
Q1 | $836K | Buy |
10,375
+2,964
| +40% | +$239K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $557K | Sell |
7,411
-5,508
| -43% | -$414K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $972K | Sell |
12,919
-776
| -6% | -$58.4K | ﹤0.01% | 1148 |
|
|
2022
Q2 | $1.44M | Sell |
13,695
-12,501
| -48% | -$1.31M | ﹤0.01% | 965 |
|
|
2022
Q1 | $3.66M | Sell |
26,196
-31,701
| -55% | -$4.43M | 0.01% | 698 |
|
|
2021
Q4 | $10.9M | Sell |
57,897
-15,841
| -21% | -$2.99M | 0.02% | 420 |
|
|
2021
Q3 | $12.9M | Sell |
73,738
-7,826
| -10% | -$1.37M | 0.03% | 381 |
|
|
2021
Q2 | $16.7M | Buy |
81,564
+9,201
| +13% | +$1.89M | 0.04% | 342 |
|
|
2021
Q1 | $14.4M | Sell |
72,363
-5,808
| -7% | -$1.16M | 0.05% | 324 |
|
|
2020
Q4 | $14M | Buy |
78,171
+3,931
| +5% | +$702K | 0.05% | 321 |
|
|
2020
Q3 | $12M | Buy |
74,240
+1,346
| +2% | +$218K | 0.05% | 300 |
|
|
2020
Q2 | $10.2M | Buy |
72,894
+5,108
| +8% | +$712K | 0.05% | 283 |
|
|
2020
Q1 | $6.78M | Buy |
67,786
+55,025
| +431% | +$5.5M | 0.04% | 309 |
|
|
2019
Q4 | $2.12M | Buy |
12,761
+241
| +2% | +$39.9K | 0.01% | 603 |
|
|
2019
Q3 | $1.81M | Buy |
12,520
+554
| +5% | +$80K | 0.01% | 608 |
|
|
2019
Q2 | $1.73M | Sell |
11,966
-824
| -6% | -$119K | 0.01% | 620 |
|
|
2019
Q1 | $1.74M | Buy |
12,790
+4,907
| +62% | +$668K | 0.01% | 645 |
|
|
2018
Q4 | $944K | Sell |
7,883
-732
| -8% | -$87.7K | 0.01% | 764 |
|
|
2018
Q3 | $1.26M | Buy |
8,615
+473
| +6% | +$69.2K | 0.01% | 755 |
|
|
2018
Q2 | $1.08M | Buy |
8,142
+167
| +2% | +$22.2K | 0.01% | 744 |
|
|
2018
Q1 | $1.22M | Sell |
7,975
-820
| -9% | -$126K | 0.01% | 601 |
|
|
2017
Q4 | $1.49M | Sell |
8,795
-391
| -4% | -$66.3K | 0.01% | 557 |
|
|
2017
Q3 | $1.39M | Sell |
9,186
-1,349
| -13% | -$204K | 0.01% | 547 |
|
|
2017
Q2 | $1.48M | Buy |
10,535
+715
| +7% | +$101K | 0.01% | 524 |
|
|
2017
Q1 | $1.3M | Buy |
9,820
+370
| +4% | +$49.1K | 0.01% | 559 |
|
|
2016
Q4 | $1.08M | Buy |
9,450
+4,845
| +105% | +$555K | 0.01% | 578 |
|
|
2016
Q3 | $566K | Sell |
4,605
-5,981
| -56% | -$735K | 0.01% | 744 |
|
|
2016
Q2 | $1.18M | Buy |
10,586
+7,092
| +203% | +$789K | 0.01% | 555 |
|
|
2016
Q1 | $368K | Sell |
3,494
-11,343
| -76% | -$1.19M | ﹤0.01% | 869 |
|
|
2015
Q4 | $1.58M | Buy |
14,837
+12,068
| +436% | +$1.29M | 0.02% | 420 |
|
|
2015
Q3 | $269K | Sell |
2,769
-3,906
| -59% | -$379K | ﹤0.01% | 827 |
|
|
2015
Q2 | $702K | Buy |
6,675
+3,365
| +102% | +$354K | 0.01% | 586 |
|
|
2015
Q1 | $316K | Buy |
3,310
+699
| +27% | +$66.7K | ﹤0.01% | 869 |
|
|
2014
Q4 | $251K | Buy |
+2,611
| New | +$251K | ﹤0.01% | 935 |
|
|
2014
Q3 | – | Sell |
-2,352
| Closed | -$207K | – | 1102 |
|
|
2014
Q2 | $207K | Buy |
+2,352
| New | +$207K | ﹤0.01% | 816 |
|