YHB Investment Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,355
| Closed | -$221K | – | 284 |
|
|
2023
Q2 | $221K | Buy |
+2,355
| New | +$195K | 0.02% | 264 |
|
|
2023
Q1 | – | Sell |
-3,398
| Closed | -$255K | – | 288 |
|
|
2022
Q4 | $255K | Sell |
3,398
-135
| -4% | -$10.5K | 0.03% | 243 |
|
|
2022
Q3 | $266K | Sell |
3,533
-5,295
| -60% | -$509K | 0.03% | 234 |
|
|
2022
Q2 | $926K | Sell |
8,828
-255
| -3% | -$31.4K | 0.1% | 152 |
|
|
2022
Q1 | $1.27M | Sell |
9,083
-900
| -9% | -$149K | 0.11% | 147 |
|
|
2021
Q4 | $1.88M | Buy |
9,983
+915
| +10% | +$169K | 0.15% | 135 |
|
|
2021
Q3 | $1.59M | Buy |
9,068
+55
| +0.6% | +$10.7K | 0.14% | 139 |
|
|
2021
Q2 | $1.85M | Hold |
9,013
| – | – | 0.16% | 128 |
|
|
2021
Q1 | $1.85M | Sell |
9,013
-25
| -0.3% | -$4.53K | 0.16% | 129 |
|
|
2020
Q4 | $1.61M | Buy |
9,038
+19
| +0.2% | +$3.37K | 0.15% | 131 |
|
|
2020
Q3 | $1.46M | Sell |
9,019
-11,210
| -55% | -$1.75M | 0.16% | 123 |
|
|
2020
Q2 | $2.82M | Buy |
20,229
+140
| +0.7% | +$16.9K | 0.41% | 64 |
|
|
2020
Q1 | $2.01M | Buy |
20,089
+655
| +3% | +$93.6K | 0.35% | 75 |
|
|
2019
Q4 | $3.22M | Sell |
19,434
-140
| -0.7% | -$21.7K | 0.46% | 63 |
|
|
2019
Q3 | $2.83M | Buy |
19,574
+400
| +2% | +$56.5K | 0.43% | 69 |
|
|
2019
Q2 | $2.77M | Buy |
19,174
+398
| +2% | +$56.1K | 0.44% | 67 |
|
|
2019
Q1 | $2.56M | Buy |
18,776
+102
| +0.5% | +$13.3K | 0.4% | 70 |
|
|
2018
Q4 | $2.24M | Sell |
18,674
-220
| -1% | -$27.5K | 0.4% | 73 |
|
|
2018
Q3 | $2.77M | Sell |
18,894
-425
| -2% | -$60.5K | 0.42% | 67 |
|
|
2018
Q2 | $2.57M | Buy |
19,319
+120
| +0.6% | +$17.3K | 0.42% | 72 |
|
|
2018
Q1 | $2.94M | Buy |
19,199
+275
| +1% | +$44.6K | 0.5% | 67 |
|
|
2017
Q4 | $3.21M | Buy |
18,924
+280
| +2% | +$45.8K | 0.55% | 62 |
|
|
2017
Q3 | $2.81M | Sell |
18,644
-228
| -1% | -$32.8K | 0.5% | 66 |
|
|
2017
Q2 | $2.66M | Buy |
18,872
+85
| +0.5% | +$11.7K | 0.46% | 65 |
|
|
2017
Q1 | $2.56M | Sell |
18,787
-745
| -4% | -$93.5K | 0.49% | 65 |
|
|
2016
Q4 | $2.24M | Buy |
19,532
+34
| +0.2% | +$4.05K | 0.47% | 68 |
|
|
2016
Q3 | $2.4M | Buy |
19,498
+763
| +4% | +$92.1K | 0.58% | 57 |
|
|
2016
Q2 | $2.08M | Sell |
18,735
-35
| -0.2% | -$3.89K | 0.46% | 67 |
|
|
2016
Q1 | $1.98M | Buy |
18,770
+3,705
| +25% | +$360K | 0.53% | 59 |
|
|
2015
Q4 | $1.61M | Buy |
15,065
+200
| +1% | +$21.1K | 0.36% | 78 |
|
|
2015
Q3 | $1.44M | Sell |
14,865
-267
| -2% | -$27.5K | 0.34% | 84 |
|
|
2015
Q2 | $1.59M | Sell |
15,132
-66
| -0.4% | -$6.73K | 0.35% | 81 |
|
|
2015
Q1 | $1.45M | Sell |
15,198
-400
| -3% | -$38.3K | 0.33% | 85 |
|
|
2014
Q4 | $1.5M | Sell |
15,598
-9
| -0.1% | -$830 | 0.34% | 83 |
|
|
2014
Q3 | $1.39M | Sell |
15,607
-391
| -2% | -$35K | 0.33% | 83 |
|
|
2014
Q2 | $1.41M | Buy |
15,998
+372
| +2% | +$31.7K | 0.34% | 81 |
|
|
2014
Q1 | $1.27M | Sell |
15,626
-1,681
| -10% | -$135K | 0.32% | 86 |
|
|
2013
Q4 | $1.4M | Sell |
17,307
-49
| -0.3% | -$4.01K | 0.37% | 79 |
|
|
2013
Q3 | $1.57M | Buy |
17,356
+1
| +0% | +$86 | 0.47% | 71 |
|
|
2013
Q2 | $1.34M | Buy |
+17,355
| New | +$1.36M | 0.42% | 77 |
|
Other funds holding SWK
