Summit Trail 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
$397K Buy
+5,856
New +$397K 0.01% 812
2018
Q2
Sell
-20,453
Closed -$2.11M 660
2018
Q1
$2.11M Buy
20,453
+4,060
+25% +$419K 0.36% 54
2017
Q4
$2.79M Buy
+16,393
New +$2.79M 0.35% 50