Kestra Private Wealth Services’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 | $426K | Sell |
6,289
-907
| -13% | -$61.4K | 0.01% | 1103 |
|
2025
Q1 | $553K | Sell |
7,196
-1,263
| -15% | -$97.1K | 0.01% | 911 |
|
2024
Q4 | $679K | Buy |
8,459
+5,133
| +154% | +$412K | 0.01% | 792 |
|
2024
Q3 | $366K | Sell |
3,326
-3,587
| -52% | -$395K | 0.01% | 1009 |
|
2024
Q2 | $552K | Buy |
6,913
+1,940
| +39% | +$155K | 0.01% | 789 |
|
2024
Q1 | $487K | Sell |
4,973
-879
| -15% | -$86.1K | 0.01% | 807 |
|
2023
Q4 | $574K | Sell |
5,852
-134
| -2% | -$13.1K | 0.01% | 684 |
|
2023
Q3 | $500K | Buy |
5,986
+2,015
| +51% | +$168K | 0.02% | 662 |
|
2023
Q2 | $372K | Buy |
3,971
+82
| +2% | +$7.68K | 0.01% | 740 |
|
2023
Q1 | $313K | Buy |
3,889
+279
| +8% | +$22.5K | 0.01% | 767 |
|
2022
Q4 | $271K | Sell |
3,610
-3,153
| -47% | -$237K | 0.01% | 698 |
|
2022
Q3 | $509K | Buy |
6,763
+440
| +7% | +$33.1K | 0.03% | 492 |
|
2022
Q2 | $663K | Buy |
6,323
+1,058
| +20% | +$111K | 0.04% | 424 |
|
2022
Q1 | $736K | Sell |
5,265
-442
| -8% | -$61.8K | 0.04% | 458 |
|
2021
Q4 | $1.08M | Buy |
5,707
+1,472
| +35% | +$278K | 0.05% | 367 |
|
2021
Q3 | $742K | Buy |
4,235
+235
| +6% | +$41.2K | 0.04% | 438 |
|
2021
Q2 | $820K | Buy |
4,000
+217
| +6% | +$44.5K | 0.05% | 384 |
|
2021
Q1 | $755K | Buy |
3,783
+756
| +25% | +$151K | 0.05% | 362 |
|
2020
Q4 | $540K | Buy |
3,027
+1,329
| +78% | +$237K | 0.04% | 420 |
|
2020
Q3 | $275K | Buy |
+1,698
| New | +$275K | 0.02% | 512 |
|