Lido 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 | – | Sell |
-2,912
| Closed | -$224K | – | 1529 |
|
|
2025
Q1 | $224K | Buy |
+2,912
| New | +$224K | ﹤0.01% | 1239 |
|
|
2024
Q1 | – | Sell |
-3,055
| Closed | -$300K | – | 1263 |
|
|
2023
Q4 | $300K | Sell |
3,055
-58,345
| -95% | -$5.73M | ﹤0.01% | 929 |
|
|
2023
Q3 | $5.13M | Buy |
+61,400
| New | +$5.13M | 0.04% | 222 |
|
|
2022
Q3 | – | Sell |
-2,665
| Closed | -$279K | – | 916 |
|
|
2022
Q2 | $279K | Sell |
2,665
-97
| -4% | -$10.2K | ﹤0.01% | 675 |
|
|
2022
Q1 | $386K | Buy |
2,762
+25
| +0.9% | +$3.49K | ﹤0.01% | 626 |
|
|
2021
Q4 | $516K | Buy |
2,737
+35
| +1% | +$6.6K | 0.01% | 531 |
|
|
2021
Q3 | $473K | Buy |
2,702
+1,517
| +128% | +$266K | 0.01% | 538 |
|
|
2021
Q2 | $243K | Sell |
1,185
-241
| -17% | -$49.4K | ﹤0.01% | 700 |
|
|
2021
Q1 | $285K | Buy |
+1,426
| New | +$285K | ﹤0.01% | 595 |
|
|
2018
Q2 | – | Sell |
-1,397
| Closed | -$214K | – | 427 |
|
|
2018
Q1 | $214K | Buy |
+1,397
| New | +$214K | 0.03% | 334 |
|