Patriot Financial Group Insurance Agency’s Stanley Black & Decker SWK Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	3,837 +42	+1%	+$2.85K	0.03%	437
2025 Q1	$292K	Sell	3,795 -100	-3%	-$7.69K	0.04%	384
2024 Q4	$313K	Sell	3,895 -163	-4%	-$13.1K	0.04%	366
2024 Q3	$447K	Sell	4,058 -16	-0.4%	-$1.76K	0.06%	309
2024 Q2	$325K	Sell	4,074 -86	-2%	-$6.87K	0.05%	350
2024 Q1	$407K	Hold	4,160	–	–	0.06%	302
2023 Q4	$408K	Buy	4,160 +2	+0%	+$196	0.08%	278
2023 Q3	$348K	Buy	4,158 +147	+4%	+$12.3K	0.07%	304
2023 Q2	$376K	Sell	4,011 -6	-0.1%	-$562	0.07%	292
2023 Q1	$324K	Hold	4,017	–	–	0.07%	315
2022 Q4	$302K	Hold	4,017	–	–	0.04%	309
2022 Q3	$302K	Buy	4,017 +21	+0.5%	+$1.58K	0.07%	299
2022 Q2	$419K	Sell	3,996 -91	-2%	-$9.54K	0.09%	232
2022 Q1	$571K	Sell	4,087 -59	-1%	-$8.24K	0.1%	215
2021 Q4	$782K	Sell	4,146 -122	-3%	-$23K	0.13%	168
2021 Q3	$748K	Buy	4,268 +1	+0%	+$175	0.13%	173
2021 Q2	$875K	Buy	4,267 +1	+0%	+$205	0.16%	139
2021 Q1	$852K	Buy	4,266 +48	+1%	+$9.59K	0.2%	121
2020 Q4	$753K	Sell	4,218 -18	-0.4%	-$3.21K	0.19%	116
2020 Q3	$687K	Sell	4,236 -25	-0.6%	-$4.06K	0.22%	100
2020 Q2	$594K	Sell	4,261 -92	-2%	-$12.8K	0.23%	99
2020 Q1	$435K	Buy	4,353 +1,097	+34%	+$110K	0.2%	105
2019 Q4	$540K	Buy	3,256 +1	+0%	+$166	0.2%	102
2019 Q3	$470K	Buy	3,255 +2	+0.1%	+$289	0.21%	93
2019 Q2	$474K	Buy	3,253 +2	+0.1%	+$291	0.2%	82
2019 Q1	$443K	Buy	3,251 +2	+0.1%	+$273	0.23%	75
2018 Q4	$389K	Buy	3,249 +90	+3%	+$10.8K	0.26%	66
2018 Q3	$463K	Buy	3,159 +1,640	+108%	+$240K	0.28%	56
2018 Q2	$202K	Sell	1,519 -99	-6%	-$13.2K	0.22%	75
2018 Q1	$243K	Buy	1,618 +1	+0.1%	+$150	0.18%	115
2017 Q4	$279K	Buy	1,617 +1	+0.1%	+$173	0.21%	96
2017 Q3	$253K	Buy	1,616 +1	+0.1%	+$157	0.23%	88
2017 Q2	$236K	Buy	1,615 +1	+0.1%	+$146	0.25%	79
2017 Q1	$212K	Buy	1,614 +1	+0.1%	+$131	0.22%	83
2016 Q4	$194K	Buy	+1,613	New	+$194K	0.27%	82