Valley Wealth Managers’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 | $10.2K | Hold |
150
| – | – | ﹤0.01% | 247 |
|
2025
Q1 | $11.5K | Hold |
150
| – | – | ﹤0.01% | 269 |
|
2024
Q4 | $12K | Sell |
150
-75
| -33% | -$6.02K | ﹤0.01% | 279 |
|
2024
Q3 | $24.8K | Hold |
225
| – | – | ﹤0.01% | 257 |
|
2024
Q2 | $18K | Hold |
225
| – | – | ﹤0.01% | 268 |
|
2024
Q1 | $22K | Hold |
225
| – | – | ﹤0.01% | 239 |
|
2023
Q4 | $22.1K | Hold |
225
| – | – | ﹤0.01% | 244 |
|
2023
Q3 | $18.8K | Sell |
225
-125
| -36% | -$10.4K | ﹤0.01% | 260 |
|
2023
Q2 | $32.8K | Sell |
350
-92
| -21% | -$8.62K | ﹤0.01% | 224 |
|
2023
Q1 | $35.6K | Hold |
442
| – | – | ﹤0.01% | 230 |
|
2022
Q4 | $33.2K | Sell |
442
-860
| -66% | -$64.6K | ﹤0.01% | 248 |
|
2022
Q3 | $98K | Sell |
1,302
-1,766
| -58% | -$133K | 0.01% | 206 |
|
2022
Q2 | $321K | Sell |
3,068
-185
| -6% | -$19.4K | 0.03% | 144 |
|
2022
Q1 | $455K | Hold |
3,253
| – | – | 0.04% | 131 |
|
2021
Q4 | $614K | Sell |
3,253
-40
| -1% | -$7.55K | 0.05% | 122 |
|
2021
Q3 | $577K | Sell |
3,293
-575
| -15% | -$101K | 0.05% | 120 |
|
2021
Q2 | $793K | Buy |
3,868
+70
| +2% | +$14.4K | 0.07% | 115 |
|
2021
Q1 | $758K | Sell |
3,798
-225
| -6% | -$44.9K | 0.07% | 111 |
|
2020
Q4 | $718K | Sell |
4,023
-200
| -5% | -$35.7K | 0.07% | 113 |
|
2020
Q3 | $685K | Sell |
4,223
-1,071
| -20% | -$174K | 0.08% | 110 |
|
2020
Q2 | $738K | Sell |
5,294
-425
| -7% | -$59.2K | 0.08% | 110 |
|
2020
Q1 | $572K | Sell |
5,719
-380
| -6% | -$38K | 0.07% | 109 |
|
2019
Q4 | $1.01M | Sell |
6,099
-1,324
| -18% | -$219K | 0.1% | 101 |
|
2019
Q3 | $1.07M | Sell |
7,423
-1,095
| -13% | -$158K | 0.11% | 101 |
|
2019
Q2 | $1.23M | Sell |
8,518
-747
| -8% | -$108K | 0.13% | 97 |
|
2019
Q1 | $1.26M | Buy |
9,265
+2,277
| +33% | +$310K | 0.14% | 98 |
|
2018
Q4 | $837K | Sell |
6,988
-274
| -4% | -$32.8K | 0.11% | 97 |
|
2018
Q3 | $1.06M | Buy |
7,262
+2,220
| +44% | +$325K | 0.13% | 88 |
|
2018
Q2 | $670K | Hold |
5,042
| – | – | 0.08% | 93 |
|
2018
Q1 | $772K | Sell |
5,042
-750
| -13% | -$115K | 0.09% | 90 |
|
2017
Q4 | $983K | Sell |
5,792
-400
| -6% | -$67.9K | 0.12% | 87 |
|
2017
Q3 | $935K | Sell |
6,192
-720
| -10% | -$109K | 0.12% | 85 |
|
2017
Q2 | $973K | Sell |
6,912
-862
| -11% | -$121K | 0.13% | 87 |
|
2017
Q1 | $1.03M | Sell |
7,774
-50
| -0.6% | -$6.64K | 0.14% | 88 |
|
2016
Q4 | $897K | Sell |
7,824
-810
| -9% | -$92.9K | 0.13% | 89 |
|
2016
Q3 | $1.06M | Buy |
8,634
+1,039
| +14% | +$128K | 0.16% | 86 |
|
2016
Q2 | $845K | Buy |
7,595
+5,410
| +248% | +$602K | 0.13% | 87 |
|
2016
Q1 | $230K | Buy |
+2,185
| New | +$230K | 0.04% | 108 |
|