Visionary Wealth 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 |
-2,351
| Closed | -$259K | – | 560 |
|
|
2024
Q3 | $259K | Buy |
+2,351
| New | +$259K | 0.02% | 473 |
|
|
2024
Q2 | – | Sell |
-4,488
| Closed | -$439K | – | 520 |
|
|
2024
Q1 | $439K | Sell |
4,488
-62,008
| -93% | -$6.07M | 0.03% | 342 |
|
|
2023
Q4 | $6.52M | Buy |
66,496
+161
| +0.2% | +$15.8K | 0.48% | 58 |
|
|
2023
Q3 | $5.54M | Sell |
66,335
-1,338
| -2% | -$112K | 0.45% | 62 |
|
|
2023
Q2 | $6.34M | Buy |
67,673
+2,659
| +4% | +$249K | 0.51% | 50 |
|
|
2023
Q1 | $5.24M | Buy |
65,014
+6,646
| +11% | +$536K | 0.44% | 66 |
|
|
2022
Q4 | $4.39M | Buy |
58,368
+5,595
| +11% | +$420K | 0.4% | 73 |
|
|
2022
Q3 | $3.97M | Buy |
+52,773
| New | +$3.97M | 0.41% | 65 |
|