Steward Partners Investment Advisory’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 | $505K | Buy |
7,452
+2,581
| +53% | +$175K | ﹤0.01% | 1296 |
|
2025
Q1 | $374K | Buy |
4,871
+2,700
| +124% | +$208K | ﹤0.01% | 1342 |
|
2024
Q4 | $174K | Sell |
2,171
-5,090
| -70% | -$409K | ﹤0.01% | 1693 |
|
2024
Q3 | $800K | Buy |
7,261
+5,766
| +386% | +$635K | 0.01% | 935 |
|
2024
Q2 | $119K | Sell |
1,495
-180
| -11% | -$14.4K | ﹤0.01% | 1697 |
|
2024
Q1 | $164K | Sell |
1,675
-2
| -0.1% | -$196 | ﹤0.01% | 1523 |
|
2023
Q4 | $165K | Buy |
1,677
+10
| +0.6% | +$981 | ﹤0.01% | 1458 |
|
2023
Q3 | $139K | Sell |
1,667
-42
| -2% | -$3.51K | ﹤0.01% | 1424 |
|
2023
Q2 | $160K | Sell |
1,709
-3,318
| -66% | -$311K | ﹤0.01% | 1377 |
|
2023
Q1 | $405K | Sell |
5,027
-4,878
| -49% | -$393K | 0.01% | 1008 |
|
2022
Q4 | $744K | Buy |
9,905
+4,501
| +83% | +$338K | 0.01% | 764 |
|
2022
Q3 | $406K | Buy |
5,404
+818
| +18% | +$61.5K | 0.01% | 923 |
|
2022
Q2 | $481K | Sell |
4,586
-1,424
| -24% | -$149K | 0.01% | 867 |
|
2022
Q1 | $840K | Buy |
6,010
+1,207
| +25% | +$169K | 0.01% | 737 |
|
2021
Q4 | $906K | Buy |
4,803
+325
| +7% | +$61.3K | 0.01% | 735 |
|
2021
Q3 | $785K | Sell |
4,478
-196
| -4% | -$34.4K | 0.01% | 740 |
|
2021
Q2 | $958K | Sell |
4,674
-684
| -13% | -$140K | 0.02% | 683 |
|
2021
Q1 | $1.07M | Buy |
5,358
+565
| +12% | +$113K | 0.02% | 621 |
|
2020
Q4 | $856K | Buy |
4,793
+290
| +6% | +$51.8K | 0.02% | 609 |
|
2020
Q3 | $730K | Buy |
4,503
+132
| +3% | +$21.4K | 0.02% | 572 |
|
2020
Q2 | $609K | Sell |
4,371
-108
| -2% | -$15K | 0.02% | 571 |
|
2020
Q1 | $447K | Sell |
4,479
-2,518
| -36% | -$251K | 0.02% | 583 |
|
2019
Q4 | $1.16M | Sell |
6,997
-170
| -2% | -$28.2K | 0.03% | 414 |
|
2019
Q3 | $1.04M | Buy |
7,167
+2,585
| +56% | +$373K | 0.03% | 401 |
|
2019
Q2 | $662K | Buy |
4,582
+1,897
| +71% | +$274K | 0.02% | 490 |
|
2019
Q1 | $365K | Sell |
2,685
-81
| -3% | -$11K | 0.02% | 590 |
|
2018
Q4 | $331K | Buy |
2,766
+216
| +8% | +$25.8K | 0.02% | 582 |
|
2018
Q3 | $373K | Buy |
2,550
+23
| +0.9% | +$3.36K | 0.02% | 573 |
|
2018
Q2 | $336K | Buy |
2,527
+464
| +22% | +$61.7K | 0.02% | 539 |
|
2018
Q1 | $316K | Sell |
2,063
-1
| -0% | -$153 | 0.02% | 518 |
|
2017
Q4 | $350K | Buy |
2,064
+928
| +82% | +$157K | 0.03% | 422 |
|
2017
Q3 | $171K | Buy |
1,136
+36
| +3% | +$5.42K | 0.02% | 466 |
|
2017
Q2 | $154K | Buy |
1,100
+18
| +2% | +$2.52K | 0.02% | 442 |
|
2017
Q1 | $143K | Buy |
1,082
+892
| +469% | +$118K | 0.02% | 377 |
|
2016
Q4 | $21K | Buy |
+190
| New | +$21K | 0.01% | 443 |
|