Number of Shares
59,798.00
Current Holdings Value*
$4.06 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-927,332.41
% of Total Estimate Gain
-18.24%

Old North State Wealth Management, LLC's Stanley Black & Decker Inc Holding Summary

As of 2025-06-30, Old North State Wealth Management, LLC held 59,798.00 shares of Stanley Black & Decker Inc(SWK), totaling $4.06 Mil. This investment constitutes 2.11% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0.04% of the outstanding Stanley Black & Decker Inc(SWK) stock.

The initial trade took place in 2024Q4. And since then Old North State Wealth Management, LLC has made 3 purchases of SWK, at an average price of $85.01, for a total of 59,798.00 shares. Based on historical transaction data and SWK's current price of $69.50, Old North State Wealth Management, LLC's estimated gain on his SWK holdings is $-927,332.41, reflecting a -18.24% gain to date.

Old North State Wealth Management, LLC SWK ($69.50) Holding Chart

Old North State Wealth Management, LLC SWK ($69.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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