Moneta Group Investment 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 | $238K | Buy |
3,509
+70
| +2% | +$4.74K | ﹤0.01% | 618 |
|
|
2025
Q1 | $264K | Buy |
3,439
+18
| +0.5% | +$1.38K | ﹤0.01% | 552 |
|
|
2024
Q4 | $275K | Sell |
3,421
-24
| -0.7% | -$1.93K | ﹤0.01% | 551 |
|
|
2024
Q3 | $379K | Sell |
3,445
-262
| -7% | -$28.9K | 0.01% | 470 |
|
|
2024
Q2 | $296K | Sell |
3,707
-332
| -8% | -$26.5K | ﹤0.01% | 486 |
|
|
2024
Q1 | $395K | Buy |
4,039
+157
| +4% | +$15.4K | 0.01% | 422 |
|
|
2023
Q4 | $381K | Sell |
3,882
-347
| -8% | -$34K | 0.01% | 389 |
|
|
2023
Q3 | $353K | Sell |
4,229
-284
| -6% | -$23.7K | 0.01% | 377 |
|
|
2023
Q2 | $423K | Buy |
4,513
+404
| +10% | +$37.9K | 0.01% | 356 |
|
|
2023
Q1 | $331K | Buy |
4,109
+720
| +21% | +$58K | 0.01% | 396 |
|
|
2022
Q4 | $303K | Sell |
3,389
-826
| -20% | -$73.8K | 0.01% | 372 |
|
|
2022
Q3 | $317K | Buy |
4,215
+639
| +18% | +$48.1K | 0.01% | 342 |
|
|
2022
Q2 | $375K | Sell |
3,576
-666
| -16% | -$69.8K | 0.01% | 345 |
|
|
2022
Q1 | $593K | Sell |
4,242
-249
| -6% | -$34.8K | 0.02% | 272 |
|
|
2021
Q4 | $847K | Buy |
4,491
+30
| +0.7% | +$5.66K | 0.03% | 231 |
|
|
2021
Q3 | $782K | Buy |
4,461
+339
| +8% | +$59.4K | 0.04% | 221 |
|
|
2021
Q2 | $845K | Sell |
4,122
-155
| -4% | -$31.8K | 0.04% | 217 |
|
|
2021
Q1 | $854K | Buy |
+4,277
| New | +$854K | 0.05% | 192 |
|
|
2018
Q3 | – | Sell |
-592
| Closed | -$79K | – | 354 |
|
|
2018
Q2 | $79K | Buy |
+592
| New | +$79K | 0.01% | 295 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 702 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 434 |
|