MWM
Mascoma Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89K | Hold |
43
| – | – | ﹤0.01% | 422 |
|
|
2025
Q1 | $3.28K | Hold |
43
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $3.43K | Hold |
43
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $4.7K | Hold |
43
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $3.41K | Hold |
43
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $4.18K | Hold |
43
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $4.19K | Hold |
43
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $3.57K | Hold |
43
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $4.16K | Sell |
43
-880
| -95% | -$85.1K | ﹤0.01% | 406 |
|
|
2023
Q1 | $79.7K | Hold |
923
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $69.3K | Hold |
923
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $69K | Hold |
923
| – | – | 0.02% | 201 |
|
|
2022
Q2 | $97K | Hold |
923
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $129K | Buy |
923
+623
| +208% | +$87.1K | 0.04% | 156 |
|
|
2021
Q4 | $57K | Hold |
300
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $53K | Buy |
+300
| New | +$53K | 0.02% | 198 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$60K | – | 385 |
|
|
2021
Q1 | $60K | Buy |
+300
| New | +$60K | 0.03% | 192 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$43K | – | 303 |
|
|
2019
Q2 | $43K | Hold |
300
| – | – | 0.03% | 171 |
|
|
2019
Q1 | $41K | Hold |
300
| – | – | 0.03% | 166 |
|
|
2018
Q4 | $36K | Hold |
300
| – | – | 0.03% | 161 |
|
|
2018
Q3 | $44K | Hold |
300
| – | – | 0.03% | 168 |
|
|
2018
Q2 | $40K | Buy |
+300
| New | +$40K | 0.03% | 167 |
|