Simon Quick Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,006
| Closed | -$231K | – | 828 |
|
|
2025
Q1 | $231K | Buy |
+3,006
| New | +$231K | 0.01% | 512 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$32K | – | 542 |
|
|
2020
Q3 | $32K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $28K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $20K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $33K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $29K | Buy |
200
+195
| +3,900% | +$28.3K | 0.01% | 218 |
|
|
2019
Q2 | $723 | Sell |
5
-195
| -98% | -$28.2K | ﹤0.01% | 439 |
|
|
2019
Q1 | $27K | Hold |
200
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $24K | Buy |
200
+100
| +100% | +$12K | 0.01% | 241 |
|
|
2018
Q3 | $15K | Sell |
100
-200
| -67% | -$30K | 0.01% | 233 |
|
|
2018
Q2 | $39K | Buy |
+300
| New | +$39K | 0.02% | 201 |
|
|
2018
Q1 | – | Sell |
-83
| Closed | -$14K | – | 409 |
|
|
2017
Q4 | $14K | Hold |
83
| – | – | 0.01% | 314 |
|
|
2017
Q3 | $13K | Buy |
+83
| New | +$13K | ﹤0.01% | 404 |
|