WAS
Wealth Advisory Solutions’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,796
| Closed | -$223K | – | 132 |
|
|
2024
Q2 | $223K | Buy |
2,796
+574
| +26% | +$45.9K | 0.06% | 113 |
|
|
2024
Q1 | $218K | Sell |
2,222
-19,052
| -90% | -$1.87M | 0.06% | 116 |
|
|
2023
Q4 | $2.09M | Hold |
21,274
| – | – | 0.73% | 33 |
|
|
2023
Q3 | $2.09M | Buy |
+21,274
| New | +$2.09M | 0.41% | 49 |
|
|
2023
Q1 | – | Sell |
-6,067
| Closed | -$456K | – | 138 |
|
|
2022
Q4 | $456K | Sell |
6,067
-2,909
| -32% | -$219K | 0.12% | 97 |
|
|
2022
Q3 | $675K | Sell |
8,976
-41,212
| -82% | -$3.1M | 0.19% | 84 |
|
|
2022
Q2 | $5.26M | Buy |
50,188
+23,818
| +90% | +$2.5M | 1.3% | 23 |
|
|
2022
Q1 | $3.69M | Buy |
+26,370
| New | +$3.69M | 0.77% | 46 |
|
|
2021
Q3 | $4.62M | Buy |
26,345
+1,719
| +7% | +$301K | 1.03% | 33 |
|
|
2021
Q2 | $5.05M | Buy |
24,626
+1
| +0% | +$205 | 1.2% | 26 |
|
|
2021
Q1 | $5K | Sell |
24,625
-16,282
| -40% | -$3.31K | ﹤0.01% | 81 |
|
|
2020
Q4 | $7.3M | Buy |
40,907
+21,982
| +116% | +$3.92M | 1.98% | 14 |
|
|
2020
Q3 | $3.07M | Sell |
18,925
-2,571
| -12% | -$417K | 0.81% | 40 |
|
|
2020
Q2 | $3M | Buy |
21,496
+911
| +4% | +$127K | 0.83% | 41 |
|
|
2020
Q1 | $2.06M | Buy |
+20,585
| New | +$2.06M | 0.7% | 51 |
|