Avantax Planning Partners’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 | $406K | Buy |
1,304
+1
| +0.1% | +$311 | 0.01% | 299 |
|
|
2025
Q1 | $439K | Buy |
1,303
+1
| +0.1% | +$337 | 0.02% | 278 |
|
|
2024
Q4 | $442K | Buy |
1,302
+2
| +0.2% | +$679 | 0.02% | 277 |
|
|
2024
Q3 | $377K | Sell |
1,300
-7
| -0.5% | -$2.03K | 0.01% | 298 |
|
|
2024
Q2 | $342K | Buy |
1,307
+1
| +0.1% | +$261 | 0.01% | 341 |
|
|
2024
Q1 | $387K | Buy |
1,306
+193
| +17% | +$57.2K | 0.01% | 324 |
|
|
2023
Q4 | $321K | Sell |
1,113
-18
| -2% | -$5.2K | 0.01% | 290 |
|
|
2023
Q3 | $288K | Buy |
1,131
+38
| +3% | +$9.69K | 0.01% | 289 |
|
|
2023
Q2 | $315K | Buy |
1,093
+39
| +4% | +$11.2K | 0.01% | 287 |
|
|
2023
Q1 | $260K | Buy |
1,054
+116
| +12% | +$28.6K | 0.01% | 320 |
|
|
2022
Q4 | $214K | Buy |
+938
| New | +$214K | 0.01% | 346 |
|
|
2022
Q3 | – | Sell |
-1,406
| Closed | -$277K | – | 363 |
|
|
2022
Q2 | $277K | Buy |
1,406
+75
| +6% | +$14.8K | 0.01% | 282 |
|
|
2022
Q1 | $273K | Hold |
1,331
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $287K | Hold |
1,331
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $278K | Hold |
1,331
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $297K | Buy |
+1,331
| New | +$297K | 0.01% | 256 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$8K | – | 1046 |
|
|
2018
Q3 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 948 |
|
|
2018
Q2 | – | Sell |
-81
| Closed | -$11K | – | 1278 |
|
|
2018
Q1 | $11K | Buy |
+81
| New | +$11K | ﹤0.01% | 1011 |
|