Kovitz Investment Group Partners’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
Sell
-4,154
Closed -$319K 1386
2025
Q1
$319K Buy
4,154
+597
+17% +$45.9K ﹤0.01% 1026
2024
Q4
$286K Buy
+3,557
New +$286K ﹤0.01% 1048