Montag & Associates’s Stanley Black & Decker SWK Stock Holding History

Montag & Associates’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40.8K	Hold
2025 Q2	$37.2K	Hold
2025 Q1	$42.2K	Hold
2024 Q4	$44.1K	Buy
2022 Q3	–	Sell
2022 Q2	$7K	Hold
2022 Q1	$10K	Hold
2021 Q4	$13K	Hold
2021 Q3	$12K	Hold
2021 Q2	$14K	Buy
2021 Q1	$10K	Buy