United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,374
| Closed | -$372K | – | 1091 |
|
|
2024
Q3 | $372K | Buy |
3,374
+285
| +9% | +$31.4K | ﹤0.01% | 810 |
|
|
2024
Q2 | $247K | Sell |
3,089
-587
| -16% | -$46.9K | ﹤0.01% | 910 |
|
|
2024
Q1 | $360K | Sell |
3,676
-436
| -11% | -$42.7K | ﹤0.01% | 819 |
|
|
2023
Q4 | $403K | Buy |
+4,112
| New | +$403K | ﹤0.01% | 781 |
|
|
2022
Q3 | – | Sell |
-2,597
| Closed | -$272K | – | 1148 |
|
|
2022
Q2 | $272K | Buy |
2,597
+62
| +2% | +$6.49K | ﹤0.01% | 966 |
|
|
2022
Q1 | $354K | Buy |
2,535
+196
| +8% | +$27.4K | ﹤0.01% | 939 |
|
|
2021
Q4 | $441K | Buy |
2,339
+8
| +0.3% | +$1.51K | ﹤0.01% | 895 |
|
|
2021
Q3 | $409K | Buy |
2,331
+548
| +31% | +$96.2K | ﹤0.01% | 913 |
|
|
2021
Q2 | $365K | Sell |
1,783
-721
| -29% | -$148K | ﹤0.01% | 961 |
|
|
2021
Q1 | $500K | Sell |
2,504
-140
| -5% | -$28K | ﹤0.01% | 844 |
|
|
2020
Q4 | $472K | Sell |
2,644
-145
| -5% | -$25.9K | ﹤0.01% | 858 |
|
|
2020
Q3 | $452K | Buy |
2,789
+39
| +1% | +$6.32K | ﹤0.01% | 849 |
|
|
2020
Q2 | $383K | Sell |
2,750
-115
| -4% | -$16K | ﹤0.01% | 942 |
|
|
2020
Q1 | $287K | Sell |
2,865
-1,435
| -33% | -$144K | ﹤0.01% | 978 |
|
|
2019
Q4 | $713K | Buy |
4,300
+947
| +28% | +$157K | ﹤0.01% | 883 |
|
|
2019
Q3 | $484K | Buy |
3,353
+545
| +19% | +$78.7K | ﹤0.01% | 954 |
|
|
2019
Q2 | $406K | Buy |
2,808
+126
| +5% | +$18.2K | ﹤0.01% | 1096 |
|
|
2019
Q1 | $365K | Buy |
2,682
+61
| +2% | +$8.3K | ﹤0.01% | 1062 |
|
|
2018
Q4 | $314K | Sell |
2,621
-1,886
| -42% | -$226K | ﹤0.01% | 1046 |
|
|
2018
Q3 | $660K | Buy |
4,507
+415
| +10% | +$60.8K | ﹤0.01% | 899 |
|
|
2018
Q2 | $543K | Sell |
4,092
-1,681
| -29% | -$223K | ﹤0.01% | 927 |
|
|
2018
Q1 | $871K | Buy |
5,773
+483
| +9% | +$72.9K | 0.01% | 808 |
|
|
2017
Q4 | $899K | Buy |
5,290
+541
| +11% | +$91.9K | 0.01% | 813 |
|
|
2017
Q3 | $717K | Buy |
4,749
+311
| +7% | +$47K | 0.01% | 863 |
|
|
2017
Q2 | $625K | Sell |
4,438
-1,094
| -20% | -$154K | 0.01% | 876 |
|
|
2017
Q1 | $735K | Sell |
5,532
-587
| -10% | -$78K | 0.01% | 826 |
|
|
2016
Q4 | $702K | Buy |
6,119
+1,489
| +32% | +$171K | 0.01% | 844 |
|
|
2016
Q3 | $569K | Sell |
4,630
-290
| -6% | -$35.6K | 0.01% | 923 |
|
|
2016
Q2 | $546K | Sell |
4,920
-8,544
| -63% | -$948K | 0.01% | 889 |
|
|
2016
Q1 | $1.42M | Sell |
13,464
-577
| -4% | -$60.7K | 0.02% | 613 |
|
|
2015
Q4 | $1.5M | Buy |
14,041
+698
| +5% | +$74.5K | 0.02% | 601 |
|
|
2015
Q3 | $1.29M | Buy |
13,343
+498
| +4% | +$48.3K | 0.02% | 624 |
|
|
2015
Q2 | $1.35M | Sell |
12,845
-1,156
| -8% | -$122K | 0.02% | 670 |
|
|
2015
Q1 | $1.38M | Sell |
14,001
-1,808
| -11% | -$178K | 0.02% | 657 |
|
|
2014
Q4 | $1.52M | Sell |
15,809
-3,076
| -16% | -$296K | 0.02% | 540 |
|
|
2014
Q3 | $1.68M | Sell |
18,885
-1,531
| -7% | -$136K | 0.03% | 487 |
|
|
2014
Q2 | $1.79M | Buy |
20,416
+804
| +4% | +$70.6K | 0.03% | 437 |
|
|
2014
Q1 | $1.59M | Buy |
19,612
+5,147
| +36% | +$418K | 0.03% | 398 |
|
|
2013
Q4 | $1.17M | Buy |
+14,465
| New | +$1.17M | 0.04% | 313 |
|