Tortoise Investment Management’s Stanley Black & Decker SWK Stock Holding History

Tortoise Investment Management’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.4K	Buy	641 +4	+0.6%	+$271	﹤0.01%	407
2025 Q1	$49K	Hold	637	–	–	0.01%	377
2024 Q4	$51.1K	Hold	637	–	–	0.01%	415
2024 Q3	$70.2K	Hold	637	–	–	0.01%	362
2024 Q2	$50.9K	Hold	637	–	–	0.01%	387
2024 Q1	$62.4K	Hold	637	–	–	0.01%	359
2023 Q4	$62.5K	Hold	637	–	–	0.01%	333
2023 Q3	$53.2K	Hold	637	–	–	0.01%	340
2023 Q2	$59.7K	Hold	637	–	–	0.01%	333
2023 Q1	$51.3K	Hold	637	–	–	0.01%	335
2022 Q4	$47.9K	Hold	637	–	–	0.01%	336
2022 Q3	$48K	Hold	637	–	–	0.01%	322
2022 Q2	$67K	Hold	637	–	–	0.01%	267
2022 Q1	$89K	Hold	637	–	–	0.02%	239
2021 Q4	$120K	Hold	637	–	–	0.02%	205
2021 Q3	$112K	Hold	637	–	–	0.02%	193
2021 Q2	$131K	Hold	637	–	–	0.03%	184
2021 Q1	$127K	Hold	637	–	–	0.03%	187
2020 Q4	$114K	Hold	637	–	–	0.03%	183
2020 Q3	$103K	Hold	637	–	–	0.03%	177
2020 Q2	$89K	Hold	637	–	–	0.02%	184
2020 Q1	$64K	Hold	637	–	–	0.02%	202
2019 Q4	$106K	Hold	637	–	–	0.03%	184
2019 Q3	$92K	Sell	637 -300	-32%	-$43.3K	0.02%	190
2019 Q2	$135K	Buy	937 +300	+47%	+$43.2K	0.03%	166
2019 Q1	$87K	Hold	637	–	–	0.02%	197
2018 Q4	$76K	Hold	637	–	–	0.02%	199
2018 Q3	$93K	Hold	637	–	–	0.02%	194
2018 Q2	$85K	Hold	637	–	–	0.02%	197
2018 Q1	$98K	Hold	637	–	–	0.03%	181
2017 Q4	$108K	Hold	637	–	–	0.03%	179
2017 Q3	$96K	Hold	637	–	–	0.03%	185
2017 Q2	$90K	Sell	637 -185	-23%	-$26.1K	0.03%	170
2017 Q1	$109K	Hold	822	–	–	0.04%	142
2016 Q4	$94K	Hold	822	–	–	0.03%	154
2016 Q3	$101K	Buy	822 +185	+29%	+$22.7K	0.03%	137
2016 Q2	$71K	Hold	637	–	–	0.02%	167
2016 Q1	$67K	Hold	637	–	–	0.02%	175
2015 Q4	$68K	Hold	637	–	–	0.02%	183
2015 Q3	$62K	Sell	637 -831	-57%	-$80.9K	0.02%	183
2015 Q2	$154K	Hold	1,468	–	–	0.06%	122
2015 Q1	$140K	Hold	1,468	–	–	0.05%	129
2014 Q4	$141K	Hold	1,468	–	–	0.06%	129
2014 Q3	$130K	Hold	1,468	–	–	0.05%	131
2014 Q2	$129K	Hold	1,468	–	–	0.05%	128
2014 Q1	$119K	Hold	1,468	–	–	0.05%	126
2013 Q4	$118K	Hold	1,468	–	–	0.06%	112
2013 Q3	$133K	Hold	1,468	–	–	0.08%	100
2013 Q2	$113K	Buy	+1,468	New	+$113K	0.07%	98