Avantax Planning Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $445K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $297K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Buy |
|