Avantax Advisory Services’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 | $1.38M | Sell |
4,450
-79
| -2% | -$24.6K | 0.01% | 983 |
|
2025
Q1 | $1.53M | Sell |
4,529
-40
| -0.9% | -$13.5K | 0.01% | 883 |
|
2024
Q4 | $1.55M | Buy |
4,569
+11
| +0.2% | +$3.73K | 0.01% | 844 |
|
2024
Q3 | $1.32M | Buy |
4,558
+472
| +12% | +$137K | 0.01% | 881 |
|
2024
Q2 | $1.07M | Buy |
+4,086
| New | +$1.07M | 0.01% | 942 |
|
2024
Q1 | – | Sell |
-3,371
| Closed | -$974K | – | 1720 |
|
2023
Q4 | $974K | Buy |
3,371
+139
| +4% | +$40.1K | 0.01% | 722 |
|
2023
Q3 | $824K | Sell |
3,232
-50
| -2% | -$12.8K | 0.01% | 752 |
|
2023
Q2 | $946K | Sell |
3,282
-125
| -4% | -$36K | 0.01% | 700 |
|
2023
Q1 | $841K | Buy |
3,407
+151
| +5% | +$37.3K | 0.01% | 715 |
|
2022
Q4 | $744K | Buy |
3,256
+33
| +1% | +$7.54K | 0.01% | 720 |
|
2022
Q3 | $649K | Buy |
3,223
+45
| +1% | +$9.06K | 0.01% | 678 |
|
2022
Q2 | $626K | Buy |
3,178
+1
| +0% | +$197 | 0.01% | 693 |
|
2022
Q1 | $654K | Buy |
3,177
+7
| +0.2% | +$1.44K | 0.01% | 689 |
|
2021
Q4 | $683K | Buy |
3,170
+51
| +2% | +$11K | 0.01% | 651 |
|
2021
Q3 | $651K | Hold |
3,119
| – | – | 0.01% | 620 |
|
2021
Q2 | $696K | Sell |
3,119
-10
| -0.3% | -$2.23K | 0.01% | 574 |
|
2021
Q1 | $723K | Sell |
3,129
-54
| -2% | -$12.5K | 0.02% | 506 |
|
2020
Q4 | $545K | Sell |
3,183
-1,953
| -38% | -$334K | 0.01% | 533 |
|
2020
Q3 | $757K | Buy |
5,136
+1,563
| +44% | +$230K | 0.01% | 633 |
|
2020
Q2 | $495K | Sell |
3,573
-61
| -2% | -$8.45K | 0.01% | 484 |
|
2020
Q1 | $396K | Sell |
3,634
-44
| -1% | -$4.8K | 0.01% | 493 |
|
2019
Q4 | $623K | Buy |
+3,678
| New | +$623K | 0.01% | 421 |
|