AE Wealth Management’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
875
-215
| -20% | -$66.9K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $368K | Buy |
1,090
+62
| +6% | +$20.9K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $349K | Buy |
1,028
+19
| +2% | +$6.45K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $292K | Buy |
+1,009
| New | +$292K | ﹤0.01% | 1037 |
|
|
2024
Q1 | – | Sell |
-4,159
| Closed | -$1.2M | – | 1854 |
|
|
2023
Q4 | $1.2M | Buy |
4,159
+1,142
| +38% | +$331K | 0.01% | 1084 |
|
|
2023
Q3 | $769K | Sell |
3,017
-1,240
| -29% | -$316K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $1.23M | Buy |
+4,257
| New | +$1.23M | 0.01% | 1011 |
|
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$207K | – | 1823 |
|
|
2022
Q1 | $207K | Sell |
1,009
-3,344
| -77% | -$686K | ﹤0.01% | 1567 |
|
|
2021
Q4 | $937K | Buy |
+4,353
| New | +$937K | 0.01% | 947 |
|
|
2020
Q3 | – | Sell |
-1,623
| Closed | -$225K | – | 1352 |
|
|
2020
Q2 | $225K | Buy |
+1,623
| New | +$225K | ﹤0.01% | 1114 |
|