Lion Street 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 | $385K | Sell |
5,686
-165
| -3% | -$11.2K | 0.12% | 185 |
|
2025
Q1 | $450K | Sell |
5,851
-50
| -0.8% | -$3.84K | 0.14% | 159 |
|
2024
Q4 | $474K | Sell |
5,901
-173
| -3% | -$13.9K | 0.15% | 143 |
|
2024
Q3 | $669K | Sell |
6,074
-5
| -0.1% | -$551 | 0.23% | 99 |
|
2024
Q2 | $486K | Sell |
6,079
-25
| -0.4% | -$2K | 0.18% | 122 |
|
2024
Q1 | $599K | Hold |
6,104
| – | – | 0.24% | 93 |
|
2023
Q4 | $599K | Sell |
6,104
-13,100
| -68% | -$1.29M | 0.25% | 92 |
|
2023
Q3 | $1.61M | Buy |
+19,204
| New | +$1.61M | 0.52% | 32 |
|
2023
Q2 | – | Sell |
-19,077
| Closed | -$1.54M | – | 290 |
|
2023
Q1 | $1.54M | Buy |
+19,077
| New | +$1.54M | 0.48% | 29 |
|
2022
Q4 | – | Sell |
-7,221
| Closed | -$545K | – | 168 |
|
2022
Q3 | $545K | Buy |
+7,221
| New | +$545K | 0.27% | 51 |
|