Laird Norton Wetherby Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,886
| Closed | -$208K | – | 945 |
|
|
2024
Q3 | $208K | Buy |
+1,886
| New | +$181K | 0.01% | 862 |
|
|
2024
Q2 | – | Sell |
-2,308
| Closed | -$226K | – | 974 |
|
|
2024
Q1 | $226K | Sell |
2,308
-109
| -5% | -$10K | 0.01% | 844 |
|
|
2023
Q4 | $237K | Buy |
+2,417
| New | +$213K | 0.01% | 805 |
|
|
2023
Q3 | – | Sell |
-2,403
| Closed | -$225K | – | 971 |
|
|
2023
Q2 | $225K | Sell |
2,403
-436
| -15% | -$36.1K | 0.01% | 809 |
|
|
2023
Q1 | $229K | Sell |
2,839
-229
| -7% | -$19.3K | 0.01% | 785 |
|
|
2022
Q4 | $230K | Buy |
3,068
+102
| +3% | +$7.96K | 0.01% | 760 |
|
|
2022
Q3 | $223K | Sell |
2,966
-750
| -20% | -$72.1K | 0.02% | 770 |
|
|
2022
Q2 | $390K | Buy |
3,716
+902
| +32% | +$111K | 0.03% | 581 |
|
|
2022
Q1 | $393K | Sell |
2,814
-149
| -5% | -$24.6K | 0.02% | 599 |
|
|
2021
Q4 | $559K | Buy |
2,963
+127
| +4% | +$23.4K | 0.03% | 481 |
|
|
2021
Q3 | $497K | Sell |
2,836
-5
| -0.2% | -$975 | 0.03% | 514 |
|
|
2021
Q2 | $582K | Buy |
2,841
+206
| +8% | +$42.7K | 0.04% | 455 |
|
|
2021
Q1 | $526K | Sell |
2,635
-160
| -6% | -$29K | 0.04% | 422 |
|
|
2020
Q4 | $499K | Buy |
2,795
+112
| +4% | +$19.9K | 0.03% | 463 |
|
|
2020
Q3 | $435K | Sell |
2,683
-86
| -3% | -$13.4K | 0.04% | 416 |
|
|
2020
Q2 | $386K | Sell |
2,769
-155
| -5% | -$18.7K | 0.04% | 422 |
|
|
2020
Q1 | $292K | Sell |
2,924
-806
| -22% | -$115K | 0.03% | 462 |
|
|
2019
Q4 | $618K | Sell |
3,730
-120
| -3% | -$18.6K | 0.06% | 341 |
|
|
2019
Q3 | $556K | Buy |
3,850
+327
| +9% | +$46.2K | 0.06% | 366 |
|
|
2019
Q2 | $509K | Buy |
3,523
+46
| +1% | +$6.48K | 0.06% | 390 |
|
|
2019
Q1 | $473K | Buy |
3,477
+406
| +13% | +$53K | 0.06% | 377 |
|
|
2018
Q4 | $368K | Buy |
3,071
+266
| +9% | +$33.2K | 0.05% | 403 |
|
|
2018
Q3 | $411K | Buy |
2,805
+110
| +4% | +$15.7K | 0.05% | 411 |
|
|
2018
Q2 | $358K | Sell |
2,695
-110
| -4% | -$15.8K | 0.05% | 426 |
|
|
2018
Q1 | $430K | Sell |
2,805
-151
| -5% | -$24.5K | 0.06% | 388 |
|
|
2017
Q4 | $502K | Buy |
2,956
+524
| +22% | +$85.8K | 0.07% | 345 |
|
|
2017
Q3 | $367K | Buy |
2,432
+149
| +7% | +$21.4K | 0.05% | 406 |
|
|
2017
Q2 | $321K | Buy |
2,283
+26
| +1% | +$3.57K | 0.05% | 416 |
|
|
2017
Q1 | $300K | Buy |
2,257
+46
| +2% | +$5.77K | 0.05% | 428 |
|
|
2016
Q4 | $254K | Buy |
2,211
+137
| +7% | +$16.3K | 0.05% | 445 |
|
|
2016
Q3 | $255K | Buy |
2,074
+8
| +0.4% | +$966 | 0.05% | 424 |
|
|
2016
Q2 | $230K | Buy |
2,066
+38
| +2% | +$4.22K | 0.05% | 424 |
|
|
2016
Q1 | $213K | Sell |
2,028
-163
| -7% | -$15.8K | 0.05% | 421 |
|
|
2015
Q4 | $234K | Sell |
2,191
-92
| -4% | -$9.7K | 0.06% | 389 |
|
|
2015
Q3 | $221K | Buy |
2,283
+39
| +2% | +$4.02K | 0.06% | 398 |
|
|
2015
Q2 | $236K | Buy |
2,244
+63
| +3% | +$6.42K | 0.06% | 386 |
|
|
2015
Q1 | $208K | Buy |
+2,181
| New | +$209K | 0.05% | 428 |
|
Other funds holding SWK
