Venturi Wealth Management’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
Q1 | – | Sell |
-2,744
| Closed | -$220K | – | 1668 |
|
|
2024
Q4 | $220K | Buy |
2,744
+298
| +12% | +$23.9K | 0.01% | 520 |
|
|
2024
Q3 | $269K | Buy |
2,446
+1,400
| +134% | +$154K | 0.01% | 403 |
|
|
2024
Q2 | $83.6K | Buy |
1,046
+560
| +115% | +$44.7K | ﹤0.01% | 539 |
|
|
2024
Q1 | $47.6K | Buy |
486
+88
| +22% | +$8.62K | ﹤0.01% | 511 |
|
|
2023
Q4 | $39K | Buy |
398
+2
| +0.5% | +$196 | ﹤0.01% | 535 |
|
|
2023
Q3 | $33.1K | Buy |
+396
| New | +$33.1K | ﹤0.01% | 528 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1.21K | – | 1263 |
|
|
2023
Q1 | $1.21K | Buy |
+15
| New | +$1.21K | ﹤0.01% | 1086 |
|
|
2022
Q1 | – | Sell |
-2,018
| Closed | -$381K | – | 356 |
|
|
2021
Q4 | $381K | Sell |
2,018
-750
| -27% | -$142K | 0.03% | 268 |
|
|
2021
Q3 | $485K | Sell |
2,768
-977
| -26% | -$171K | 0.04% | 241 |
|
|
2021
Q2 | $768K | Buy |
3,745
+18
| +0.5% | +$3.69K | 0.07% | 194 |
|
|
2021
Q1 | $744K | Hold |
3,727
| – | – | 0.07% | 190 |
|
|
2020
Q4 | $665K | Sell |
3,727
-73
| -2% | -$13K | 0.07% | 200 |
|
|
2020
Q3 | $616K | Buy |
+3,800
| New | +$616K | 0.07% | 182 |
|