Wills Financial Group’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 |
-15,919
| Closed | -$1.75M | – | 66 |
|
|
2024
Q3 | $1.75M | Sell |
15,919
-777
| -5% | -$85.6K | 0.74% | 33 |
|
|
2024
Q2 | $1.33M | Sell |
16,696
-369
| -2% | -$29.5K | 0.61% | 36 |
|
|
2024
Q1 | $1.67M | Buy |
17,065
+57
| +0.3% | +$5.58K | 0.79% | 32 |
|
|
2023
Q4 | $1.67M | Sell |
17,008
-21
| -0.1% | -$2.06K | 0.84% | 33 |
|
|
2023
Q3 | $1.42M | Buy |
17,029
+5,358
| +46% | +$448K | 0.77% | 33 |
|
|
2023
Q2 | $1.09M | Buy |
11,671
+5,995
| +106% | +$562K | 0.55% | 37 |
|
|
2023
Q1 | $457K | Buy |
+5,676
| New | +$457K | 0.25% | 50 |
|