Mount Yale 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 | $9.37K | Buy |
+138
| New | +$9.37K | ﹤0.01% | 1144 |
|
|
2023
Q4 | – | Sell |
-72,078
| Closed | -$6.02M | – | 536 |
|
|
2023
Q3 | $6.02M | Sell |
72,078
-3,030
| -4% | -$253K | 0.66% | 24 |
|
|
2023
Q2 | $7.04M | Buy |
75,108
+90
| +0.1% | +$8.43K | 0.75% | 15 |
|
|
2023
Q1 | $6.04M | Buy |
75,018
+18,190
| +32% | +$1.47M | 0.68% | 28 |
|
|
2022
Q4 | $4.27M | Sell |
56,828
-10,768
| -16% | -$809K | 0.48% | 56 |
|
|
2022
Q3 | $5.08M | Buy |
67,596
+5,960
| +10% | +$448K | 0.68% | 32 |
|
|
2022
Q2 | $6.46M | Buy |
61,636
+58,522
| +1,879% | +$6.14M | 0.81% | 17 |
|
|
2022
Q1 | $435K | Buy |
3,114
+610
| +24% | +$85.2K | 0.05% | 319 |
|
|
2021
Q4 | $472K | Buy |
+2,504
| New | +$472K | 0.05% | 302 |
|
|
2020
Q3 | – | Sell |
-4,382
| Closed | -$611K | – | 371 |
|
|
2020
Q2 | $611K | Sell |
4,382
-132
| -3% | -$18.4K | 0.11% | 199 |
|
|
2020
Q1 | $451K | Sell |
4,514
-88
| -2% | -$8.79K | 0.1% | 190 |
|
|
2019
Q4 | $733K | Sell |
4,602
-104
| -2% | -$16.6K | 0.13% | 144 |
|
|
2019
Q3 | $742K | Buy |
4,706
+49
| +1% | +$7.73K | 0.13% | 134 |
|
|
2019
Q2 | $639K | Sell |
4,657
-13
| -0.3% | -$1.78K | 0.12% | 146 |
|
|
2019
Q1 | $636K | Buy |
4,670
+817
| +21% | +$111K | 0.12% | 141 |
|
|
2018
Q4 | $494K | Buy |
3,853
+137
| +4% | +$17.6K | 0.1% | 174 |
|
|
2018
Q3 | $478K | Buy |
3,716
+3,235
| +673% | +$416K | 0.08% | 180 |
|
|
2018
Q2 | $64K | Sell |
481
-284
| -37% | -$37.8K | 0.01% | 588 |
|
|
2018
Q1 | $117K | Buy |
+765
| New | +$117K | 0.03% | 404 |
|