Whittier Trust’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 | $20.1K | Hold |
297
| – | – | ﹤0.01% | 1105 |
|
|
2025
Q1 | $22.8K | Sell |
297
-186
| -39% | -$14.3K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $38.8K | Sell |
483
-417
| -46% | -$33.5K | ﹤0.01% | 973 |
|
|
2024
Q3 | $99.1K | Hold |
900
| – | – | ﹤0.01% | 795 |
|
|
2024
Q2 | $71.9K | Sell |
900
-26
| -3% | -$2.08K | ﹤0.01% | 846 |
|
|
2024
Q1 | $90.7K | Sell |
926
-29
| -3% | -$2.84K | ﹤0.01% | 804 |
|
|
2023
Q4 | $93.7K | Sell |
955
-19
| -2% | -$1.86K | ﹤0.01% | 783 |
|
|
2023
Q3 | $81.4K | Buy |
974
+16
| +2% | +$1.34K | ﹤0.01% | 814 |
|
|
2023
Q2 | $89.8K | Sell |
958
-17
| -2% | -$1.59K | ﹤0.01% | 802 |
|
|
2023
Q1 | $78.6K | Buy |
975
+63
| +7% | +$5.08K | ﹤0.01% | 873 |
|
|
2022
Q4 | $68.5K | Buy |
912
+240
| +36% | +$18K | ﹤0.01% | 902 |
|
|
2022
Q3 | $51K | Sell |
672
-67
| -9% | -$5.09K | ﹤0.01% | 960 |
|
|
2022
Q2 | $77K | Buy |
739
+20
| +3% | +$2.08K | ﹤0.01% | 867 |
|
|
2022
Q1 | $101K | Buy |
719
+9
| +1% | +$1.26K | ﹤0.01% | 821 |
|
|
2021
Q4 | $134K | Hold |
710
| – | – | ﹤0.01% | 765 |
|
|
2021
Q3 | $124K | Buy |
710
+305
| +75% | +$53.3K | ﹤0.01% | 735 |
|
|
2021
Q2 | $83K | Hold |
405
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $81K | Buy |
405
+74
| +22% | +$14.8K | ﹤0.01% | 822 |
|
|
2020
Q4 | $59K | Hold |
331
| – | – | ﹤0.01% | 816 |
|
|
2020
Q3 | $54K | Buy |
331
+54
| +19% | +$8.81K | ﹤0.01% | 816 |
|
|
2020
Q2 | $39K | Sell |
277
-6
| -2% | -$845 | ﹤0.01% | 839 |
|
|
2020
Q1 | $28K | Buy |
283
+22
| +8% | +$2.18K | ﹤0.01% | 919 |
|
|
2019
Q4 | $43K | Buy |
261
+132
| +102% | +$21.7K | ﹤0.01% | 879 |
|
|
2019
Q3 | $19K | Buy |
129
+17
| +15% | +$2.5K | ﹤0.01% | 1035 |
|
|
2019
Q2 | $16K | Hold |
112
| – | – | ﹤0.01% | 998 |
|
|
2019
Q1 | $15K | Hold |
112
| – | – | ﹤0.01% | 1004 |
|
|
2018
Q4 | $13K | Hold |
112
| – | – | ﹤0.01% | 1048 |
|
|
2018
Q3 | $16K | Hold |
112
| – | – | ﹤0.01% | 985 |
|
|
2018
Q2 | $15K | Hold |
112
| – | – | ﹤0.01% | 976 |
|
|
2018
Q1 | $17K | Sell |
112
-3
| -3% | -$455 | ﹤0.01% | 973 |
|
|
2017
Q4 | $20K | Buy |
115
+3
| +3% | +$522 | ﹤0.01% | 925 |
|
|
2017
Q3 | $17K | Sell |
112
-33
| -23% | -$5.01K | ﹤0.01% | 938 |
|
|
2017
Q2 | $20K | Hold |
145
| – | – | ﹤0.01% | 878 |
|
|
2017
Q1 | $19K | Buy |
145
+139
| +2,317% | +$18.2K | ﹤0.01% | 899 |
|
|
2016
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1165 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$8K | – | 1221 |
|
|
2015
Q4 | $8K | Buy |
75
+71
| +1,775% | +$7.57K | ﹤0.01% | 993 |
|
|
2015
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1224 |
|
|
2015
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1278 |
|
|
2015
Q1 | $0 | Sell |
4
-3
| -43% | – | ﹤0.01% | 1241 |
|
|
2014
Q4 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1055 |
|
|
2014
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1064 |
|