J.W. Cole Advisors’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 | $263K | Buy |
3,875
+11
| +0.3% | +$745 | 0.01% | 1204 |
|
|
2025
Q1 | $297K | Buy |
+3,864
| New | +$297K | 0.01% | 968 |
|
|
2024
Q4 | – | Sell |
-2,885
| Closed | -$318K | – | 995 |
|
|
2024
Q3 | $318K | Buy |
+2,885
| New | +$318K | 0.01% | 750 |
|
|
2024
Q2 | – | Sell |
-4,818
| Closed | -$465K | – | 946 |
|
|
2024
Q1 | $465K | Sell |
4,818
-480
| -9% | -$46.3K | 0.02% | 548 |
|
|
2023
Q4 | $520K | Buy |
+5,298
| New | +$520K | 0.03% | 473 |
|
|
2023
Q3 | – | Sell |
-3,939
| Closed | -$369K | – | 794 |
|
|
2023
Q2 | $369K | Buy |
3,939
+131
| +3% | +$12.3K | 0.03% | 511 |
|
|
2023
Q1 | $307K | Sell |
3,808
-65
| -2% | -$5.24K | 0.02% | 595 |
|
|
2022
Q4 | $291K | Sell |
3,873
-568
| -13% | -$42.7K | 0.02% | 568 |
|
|
2022
Q3 | $334K | Buy |
4,441
+13
| +0.3% | +$978 | 0.03% | 500 |
|
|
2022
Q2 | $464K | Buy |
4,428
+2,037
| +85% | +$213K | 0.04% | 427 |
|
|
2022
Q1 | $334K | Sell |
2,391
-50
| -2% | -$6.99K | 0.02% | 585 |
|
|
2021
Q4 | $460K | Buy |
2,441
+36
| +1% | +$6.78K | 0.03% | 499 |
|
|
2021
Q3 | $422K | Sell |
2,405
-39
| -2% | -$6.84K | 0.03% | 285 |
|
|
2021
Q2 | $501K | Buy |
+2,444
| New | +$501K | 0.04% | 434 |
|
|
2020
Q4 | – | Sell |
-3,045
| Closed | -$494K | – | 858 |
|
|
2020
Q3 | $494K | Buy |
+3,045
| New | +$494K | 0.04% | 424 |
|
|
2020
Q1 | – | Sell |
-2,153
| Closed | -$357K | – | 455 |
|
|
2019
Q4 | $357K | Buy |
+2,153
| New | +$357K | 0.05% | 378 |
|