Principle Wealth Partners’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 | $431K | Sell |
6,363
-716
| -10% | -$48.5K | 0.03% | 245 |
|
|
2025
Q1 | $544K | Sell |
7,079
-435
| -6% | -$33.4K | 0.04% | 216 |
|
|
2024
Q4 | $603K | Buy |
7,514
+1,072
| +17% | +$86.1K | 0.04% | 203 |
|
|
2024
Q3 | $709K | Buy |
6,442
+2
| +0% | +$220 | 0.05% | 188 |
|
|
2024
Q2 | $515K | Buy |
6,440
+69
| +1% | +$5.51K | 0.04% | 215 |
|
|
2024
Q1 | $624K | Buy |
6,371
+182
| +3% | +$17.8K | 0.05% | 200 |
|
|
2023
Q4 | $607K | Hold |
6,189
| – | – | 0.05% | 194 |
|
|
2023
Q3 | $517K | Sell |
6,189
-420
| -6% | -$35.1K | 0.05% | 197 |
|
|
2023
Q2 | $619K | Buy |
6,609
+2,930
| +80% | +$275K | 0.06% | 177 |
|
|
2023
Q1 | $296K | Sell |
3,679
-250
| -6% | -$20.1K | 0.03% | 255 |
|
|
2022
Q4 | $295K | Buy |
3,929
+850
| +28% | +$63.9K | 0.03% | 250 |
|
|
2022
Q3 | $232 | Sell |
3,079
-300
| -9% | -$23 | 0.02% | 267 |
|
|
2022
Q2 | $354K | Sell |
3,379
-412
| -11% | -$43.2K | 0.04% | 229 |
|
|
2022
Q1 | $530K | Buy |
3,791
+301
| +9% | +$42.1K | 0.06% | 198 |
|
|
2021
Q4 | $658K | Sell |
3,490
-301
| -8% | -$56.8K | 0.07% | 178 |
|
|
2021
Q3 | $665K | Buy |
3,791
+278
| +8% | +$48.8K | 0.08% | 170 |
|
|
2021
Q2 | $720K | Buy |
3,513
+32
| +0.9% | +$6.56K | 0.08% | 158 |
|
|
2021
Q1 | $695K | Hold |
3,481
| – | – | 0.08% | 156 |
|
|
2020
Q4 | $622K | Buy |
+3,481
| New | +$622K | 0.08% | 159 |
|
|
2020
Q3 | – | Sell |
-963
| Closed | -$134K | – | 395 |
|
|
2020
Q2 | $134K | Buy |
+963
| New | +$134K | 0.04% | 183 |
|