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