Arete Wealth 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 | $343K | Sell |
1,103
-11
| -1% | -$3.42K | 0.02% | 519 |
|
|
2025
Q1 | $375K | Sell |
1,114
-222
| -17% | -$74.7K | 0.03% | 469 |
|
|
2024
Q4 | $454K | Sell |
1,336
-76
| -5% | -$25.8K | 0.03% | 437 |
|
|
2024
Q3 | $407K | Buy |
1,412
+304
| +27% | +$87.6K | 0.03% | 424 |
|
|
2024
Q2 | $287K | Buy |
+1,108
| New | +$287K | 0.02% | 544 |
|
|
2024
Q1 | – | Sell |
-1,214
| Closed | -$351K | – | 675 |
|
|
2023
Q4 | $351K | Buy |
1,214
+153
| +14% | +$44.2K | 0.03% | 506 |
|
|
2023
Q3 | $271K | Buy |
+1,061
| New | +$271K | 0.05% | 366 |
|
|
2022
Q3 | – | Sell |
-7,765
| Closed | -$554K | – | 618 |
|
|
2022
Q2 | $554K | Buy |
7,765
+6,747
| +663% | +$481K | 0.06% | 226 |
|
|
2022
Q1 | $209K | Buy |
1,018
+6
| +0.6% | +$1.23K | 0.02% | 471 |
|
|
2021
Q4 | $216K | Buy |
1,012
+53
| +6% | +$11.3K | 0.02% | 457 |
|
|
2021
Q3 | $200K | Buy |
959
+53
| +6% | +$11.1K | 0.02% | 399 |
|
|
2021
Q2 | $202K | Buy |
906
+5
| +0.6% | +$1.12K | 0.03% | 336 |
|
|
2021
Q1 | $208K | Buy |
+901
| New | +$208K | 0.03% | 392 |
|