Atria Wealth Solutions’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
$558K Sell
1,793
-1,720
-49% -$535K 0.01% 866
2025
Q1
$1.18M Sell
3,513
-870
-20% -$293K 0.01% 812
2024
Q4
$1.49M Buy
4,383
+1,931
+79% +$656K 0.02% 753
2024
Q3
$710K Sell
2,452
-1,103
-31% -$320K 0.01% 1054
2024
Q2
$929K Buy
3,555
+802
+29% +$210K 0.01% 919
2024
Q1
$815K Sell
2,753
-1,656
-38% -$491K 0.01% 1001
2023
Q4
$1.27M Buy
4,409
+1,181
+37% +$341K 0.02% 765
2023
Q3
$823K Sell
3,228
-577
-15% -$147K 0.01% 896
2023
Q2
$1.1M Buy
3,805
+690
+22% +$199K 0.02% 798
2023
Q1
$769K Buy
3,115
+118
+4% +$29.1K 0.01% 914
2022
Q4
$685K Buy
2,997
+930
+45% +$212K 0.01% 932
2022
Q3
$416K Buy
2,067
+441
+27% +$88.8K 0.01% 1126
2022
Q2
$320K Sell
1,626
-2
-0.1% -$394 0.01% 1155
2022
Q1
$335K Buy
+1,628
New +$335K 0.01% 1264