JFS Wealth 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 | $2.51K | Sell |
37
-60
| -62% | -$4.07K | ﹤0.01% | 1337 |
|
2025
Q1 | $7.46K | Sell |
97
-1
| -1% | -$77 | ﹤0.01% | 981 |
|
2024
Q4 | $7.87K | Buy |
98
+13
| +15% | +$1.04K | ﹤0.01% | 939 |
|
2024
Q3 | $9.36K | Buy |
85
+3
| +4% | +$330 | ﹤0.01% | 878 |
|
2024
Q2 | $6.55K | Buy |
82
+5
| +6% | +$399 | ﹤0.01% | 948 |
|
2024
Q1 | $7.54K | Buy |
77
+1
| +1% | +$98 | ﹤0.01% | 917 |
|
2023
Q4 | $7.46K | Hold |
76
| – | – | ﹤0.01% | 890 |
|
2023
Q3 | $6.35K | Buy |
76
+25
| +49% | +$2.09K | ﹤0.01% | 896 |
|
2023
Q2 | $4.78K | Sell |
51
-18
| -26% | -$1.69K | ﹤0.01% | 1022 |
|
2023
Q1 | $5.56K | Buy |
69
+20
| +41% | +$1.61K | ﹤0.01% | 947 |
|
2022
Q4 | $3.68K | Sell |
49
-6
| -11% | -$451 | ﹤0.01% | 1119 |
|
2022
Q3 | $4K | Buy |
55
+18
| +49% | +$1.31K | ﹤0.01% | 1106 |
|
2022
Q2 | $4K | Sell |
37
-38
| -51% | -$4.11K | ﹤0.01% | 1119 |
|
2022
Q1 | $10K | Buy |
75
+18
| +32% | +$2.4K | ﹤0.01% | 796 |
|
2021
Q4 | $11K | Hold |
57
| – | – | ﹤0.01% | 678 |
|
2021
Q3 | $10K | Buy |
57
+15
| +36% | +$2.63K | ﹤0.01% | 644 |
|
2021
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 458 |
|
2021
Q1 | $8K | Hold |
42
| – | – | ﹤0.01% | 441 |
|
2020
Q4 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 446 |
|
2016
Q2 | – | Sell |
-13
| Closed | -$1K | – | 605 |
|
2016
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 598 |
|