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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWK overviewAll 13F holders of SWKFull Q3 2024 holdings

Shares (Q3 2024)
4,297
Value
$473.2K
% of portfolio
0.1%
Quarters held
6
Since Q2 2023
Holdings of SWK by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20244,297$473.2K0.1%−7−0.2%ReducedHolders
Q2 20244,304$343.8K0.1%−75−1.7%ReducedHolders
Q1 20244,379$428.8K0.1%00.0%UnchangedHolders
Q4 20234,379$429.6K0.1%−30−0.7%ReducedHolders
Q3 20234,409$368.5K0.1%+770+21.2%AddedHolders
Q2 20233,639$341.0K0.1%+3,639NewHolders