Montag & Associates’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 | $37.2K | Hold |
549
| – | – | ﹤0.01% | 619 |
|
|
2025
Q1 | $42.2K | Hold |
549
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $44.1K | Buy |
+549
| New | +$44.1K | ﹤0.01% | 631 |
|
|
2022
Q3 | – | Sell |
-68
| Closed | -$7K | – | 900 |
|
|
2022
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 729 |
|
|
2022
Q1 | $10K | Hold |
68
| – | – | ﹤0.01% | 722 |
|
|
2021
Q4 | $13K | Hold |
68
| – | – | ﹤0.01% | 710 |
|
|
2021
Q3 | $12K | Hold |
68
| – | – | ﹤0.01% | 716 |
|
|
2021
Q2 | $14K | Buy |
68
+17
| +33% | +$3.5K | ﹤0.01% | 700 |
|
|
2021
Q1 | $10K | Buy |
+51
| New | +$10K | ﹤0.01% | 731 |
|