Sequoia Financial 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
$884K Buy
13,054
+10
+0.1% +$678 0.01% 732
2025
Q1
$1M Sell
13,044
-4,798
-27% -$369K 0.01% 614
2024
Q4
$1.43M Buy
17,842
+14,250
+397% +$1.14M 0.01% 482
2024
Q3
$396K Buy
3,592
+986
+38% +$109K ﹤0.01% 843
2024
Q2
$208K Sell
2,606
-1,637
-39% -$131K ﹤0.01% 1086
2024
Q1
$415K Sell
4,243
-1,229
-22% -$120K 0.01% 745
2023
Q4
$537K Buy
5,472
+1,620
+42% +$159K 0.01% 707
2023
Q3
$322K Sell
3,852
-44
-1% -$3.68K 0.01% 661
2023
Q2
$365K Buy
+3,896
New +$365K 0.01% 622