Annis Gardner Whiting Capital Advisors’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 | $31.4K | Buy |
101
+23
| +29% | +$7.16K | 0.01% | 485 |
|
|
2025
Q1 | $26.3K | Hold |
78
| – | – | 0.01% | 418 |
|
|
2024
Q4 | $26.5K | Hold |
78
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $22.6K | Sell |
78
-1
| -1% | -$290 | 0.01% | 443 |
|
|
2024
Q2 | $20.7K | Hold |
79
| – | – | 0.01% | 561 |
|
|
2024
Q1 | $23.4K | Buy |
79
+1
| +1% | +$296 | 0.01% | 521 |
|
|
2023
Q4 | $22.5K | Buy |
78
+1
| +1% | +$289 | 0.01% | 384 |
|
|
2023
Q3 | $19.6K | Buy |
+77
| New | +$19.6K | 0.01% | 386 |
|