OneDigital 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 | $225K | Buy |
3,321
+643
| +24% | +$43.6K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $206K | Buy |
+2,678
| New | +$206K | ﹤0.01% | 1314 |
|
|
2023
Q4 | – | Sell |
-2,568
| Closed | -$215K | – | 1147 |
|
|
2023
Q3 | $215K | Buy |
2,568
+16
| +0.6% | +$1.34K | ﹤0.01% | 916 |
|
|
2023
Q2 | $239K | Buy |
+2,552
| New | +$239K | 0.01% | 898 |
|
|
2023
Q1 | – | Sell |
-2,901
| Closed | -$218K | – | 990 |
|
|
2022
Q4 | $218K | Buy |
+2,901
| New | +$218K | 0.01% | 749 |
|
|
2022
Q3 | – | Sell |
-2,150
| Closed | -$225K | – | 797 |
|
|
2022
Q2 | $225K | Sell |
2,150
-1,306
| -38% | -$137K | 0.01% | 627 |
|
|
2022
Q1 | $483K | Buy |
3,456
+1,400
| +68% | +$196K | 0.02% | 447 |
|
|
2021
Q4 | $388K | Sell |
2,056
-42
| -2% | -$7.93K | 0.01% | 510 |
|
|
2021
Q3 | $368K | Sell |
2,098
-1,191
| -36% | -$209K | 0.01% | 514 |
|
|
2021
Q2 | $674K | Buy |
3,289
+1,324
| +67% | +$271K | 0.03% | 334 |
|
|
2021
Q1 | $392K | Sell |
1,965
-143
| -7% | -$28.5K | 0.02% | 435 |
|
|
2020
Q4 | $376K | Buy |
2,108
+57
| +3% | +$10.2K | 0.02% | 413 |
|
|
2020
Q3 | $333K | Sell |
2,051
-522
| -20% | -$84.8K | 0.02% | 394 |
|
|
2020
Q2 | $359K | Buy |
2,573
+243
| +10% | +$33.9K | 0.03% | 387 |
|
|
2020
Q1 | $233K | Buy |
2,330
+483
| +26% | +$48.3K | 0.02% | 427 |
|
|
2019
Q4 | $306K | Sell |
1,847
-335
| -15% | -$55.5K | 0.02% | 404 |
|
|
2019
Q3 | $315K | Buy |
2,182
+58
| +3% | +$8.37K | 0.03% | 369 |
|
|
2019
Q2 | $307K | Buy |
+2,124
| New | +$307K | 0.02% | 342 |
|
|
2018
Q4 | – | Sell |
-977
| Closed | -$143K | – | 1273 |
|
|
2018
Q3 | $143K | Hold |
977
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $130K | Sell |
977
-111
| -10% | -$14.8K | 0.03% | 298 |
|
|
2018
Q1 | $167K | Hold |
1,088
| – | – | 0.04% | 249 |
|
|
2017
Q4 | $185K | Buy |
1,088
+951
| +694% | +$162K | 0.02% | 239 |
|
|
2017
Q3 | $21K | Sell |
137
-1,007
| -88% | -$154K | 0.01% | 632 |
|
|
2017
Q2 | $161K | Buy |
+1,144
| New | +$161K | 0.05% | 228 |
|