WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,010
| Closed | -$221K | – | 282 |
|
|
2024
Q3 | $221K | Buy |
+2,010
| New | +$221K | 0.02% | 234 |
|
|
2024
Q2 | – | Sell |
-2,187
| Closed | -$214K | – | 195 |
|
|
2024
Q1 | $214K | Sell |
2,187
-129
| -6% | -$12.6K | 0.03% | 174 |
|
|
2023
Q4 | $227K | Sell |
2,316
-2,781
| -55% | -$273K | 0.04% | 176 |
|
|
2023
Q3 | $426K | Buy |
5,097
+1,850
| +57% | +$155K | 0.08% | 120 |
|
|
2023
Q2 | $304K | Sell |
3,247
-10,753
| -77% | -$1.01M | 0.09% | 113 |
|
|
2023
Q1 | $1.13M | Sell |
14,000
-17,328
| -55% | -$1.4M | 0.19% | 83 |
|
|
2022
Q4 | $2.8M | Sell |
31,328
-135,261
| -81% | -$12.1M | 0.2% | 104 |
|
|
2022
Q3 | $12.9M | Buy |
+166,589
| New | +$12.9M | 0.94% | 40 |
|
|
2022
Q1 | $12.9M | Buy |
+107,237
| New | +$12.9M | 0.89% | 36 |
|