Lyell Wealth Management’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 |
-2,888
| Closed | -$222K | – | 227 |
|
|
2025
Q1 | $222K | Sell |
2,888
-765
| -21% | -$58.8K | 0.02% | 195 |
|
|
2024
Q4 | $293K | Sell |
3,653
-510
| -12% | -$40.9K | 0.03% | 169 |
|
|
2024
Q3 | $458K | Sell |
4,163
-655
| -14% | -$72.1K | 0.04% | 149 |
|
|
2024
Q2 | $385K | Sell |
4,818
-558
| -10% | -$44.6K | 0.04% | 150 |
|
|
2024
Q1 | $526K | Sell |
5,376
-50
| -0.9% | -$4.9K | 0.05% | 134 |
|
|
2023
Q4 | $532K | Sell |
5,426
-510
| -9% | -$50K | 0.06% | 133 |
|
|
2023
Q3 | $496K | Sell |
5,936
-1,011
| -15% | -$84.5K | 0.07% | 123 |
|
|
2023
Q2 | $651K | Sell |
6,947
-3,160
| -31% | -$296K | 0.08% | 123 |
|
|
2023
Q1 | $814K | Sell |
10,107
-1,252
| -11% | -$101K | 0.11% | 120 |
|
|
2022
Q4 | $853K | Sell |
11,359
-18,292
| -62% | -$1.37M | 0.13% | 111 |
|
|
2022
Q3 | $2.23M | Sell |
29,651
-634
| -2% | -$47.7K | 0.38% | 81 |
|
|
2022
Q2 | $3.18M | Sell |
30,285
-3,017
| -9% | -$316K | 0.52% | 71 |
|
|
2022
Q1 | $4.66M | Sell |
33,302
-4,607
| -12% | -$644K | 0.6% | 63 |
|
|
2021
Q4 | $7.15M | Sell |
37,909
-200
| -0.5% | -$37.7K | 0.82% | 46 |
|
|
2021
Q3 | $6.68M | Buy |
38,109
+2,340
| +7% | +$410K | 0.81% | 46 |
|
|
2021
Q2 | $7.33M | Buy |
35,769
+3,216
| +10% | +$659K | 0.91% | 41 |
|
|
2021
Q1 | $6.5M | Buy |
32,553
+4,628
| +17% | +$924K | 0.95% | 41 |
|
|
2020
Q4 | $4.99M | Buy |
27,925
+2,618
| +10% | +$467K | 0.8% | 50 |
|
|
2020
Q3 | $4.11M | Buy |
25,307
+1,417
| +6% | +$230K | 0.77% | 54 |
|
|
2020
Q2 | $3.33M | Sell |
23,890
-385
| -2% | -$53.7K | 0.73% | 56 |
|
|
2020
Q1 | $2.43M | Sell |
24,275
-409
| -2% | -$40.9K | 0.73% | 54 |
|
|
2019
Q4 | $4.09M | Hold |
24,684
| – | – | 1.09% | 44 |
|
|
2019
Q3 | $3.57M | Sell |
24,684
-3,225
| -12% | -$466K | 1.07% | 42 |
|
|
2019
Q2 | $4.04M | Buy |
27,909
+9,275
| +50% | +$1.34M | 1.22% | 36 |
|
|
2019
Q1 | $2.54M | Buy |
18,634
+4,155
| +29% | +$566K | 0.85% | 47 |
|
|
2018
Q4 | $1.73M | Sell |
14,479
-8,880
| -38% | -$1.06M | 0.72% | 49 |
|
|
2018
Q3 | $3.42M | Buy |
23,359
+1,259
| +6% | +$184K | 1.15% | 40 |
|
|
2018
Q2 | $2.94M | Sell |
22,100
-1,220
| -5% | -$162K | 1.07% | 41 |
|
|
2018
Q1 | $3.57M | Buy |
23,320
+760
| +3% | +$116K | 1.32% | 33 |
|
|
2017
Q4 | $3.83M | Buy |
22,560
+455
| +2% | +$77.2K | 1.52% | 26 |
|
|
2017
Q3 | $3.34M | Buy |
22,105
+270
| +1% | +$40.8K | 1.44% | 28 |
|
|
2017
Q2 | $3.07M | Sell |
21,835
-430
| -2% | -$60.5K | 1.5% | 26 |
|
|
2017
Q1 | $2.96M | Sell |
22,265
-1,970
| -8% | -$262K | 1.6% | 21 |
|
|
2016
Q4 | $2.78M | Buy |
+24,235
| New | +$2.78M | 1.73% | 17 |
|