AWM
Avior Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19
| Closed | -$6.45K | – | 2081 |
|
|
2024
Q4 | $6.45K | Hold |
19
| – | – | ﹤0.01% | 1772 |
|
|
2024
Q3 | $5.5K | Hold |
19
| – | – | ﹤0.01% | 1746 |
|
|
2024
Q2 | $4.97K | Sell |
19
-413
| -96% | -$108K | ﹤0.01% | 1724 |
|
|
2024
Q1 | $128K | Buy |
432
+416
| +2,600% | +$123K | 0.01% | 862 |
|
|
2023
Q4 | $4.62K | Hold |
16
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q3 | $4.08K | Hold |
16
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q2 | $4.61K | Hold |
16
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q1 | $3.95K | Buy |
+16
| New | +$3.95K | ﹤0.01% | 1261 |
|
|
2021
Q1 | – | Sell |
-2,220
| Closed | -$379K | – | 1134 |
|
|
2020
Q4 | $379K | Sell |
2,220
-780
| -26% | -$133K | 0.05% | 318 |
|
|
2020
Q3 | $441K | Sell |
3,000
-900
| -23% | -$132K | 0.06% | 261 |
|
|
2020
Q2 | $540K | Sell |
3,900
-440
| -10% | -$60.9K | 0.08% | 220 |
|
|
2020
Q1 | $472K | Hold |
4,340
| – | – | 0.09% | 204 |
|
|
2019
Q4 | $735K | Hold |
4,340
| – | – | 0.12% | 176 |
|
|
2019
Q3 | $679K | Buy |
4,340
+760
| +21% | +$119K | 0.12% | 172 |
|
|
2019
Q2 | $593K | Hold |
3,580
| – | – | 0.11% | 181 |
|
|
2019
Q1 | $560K | Sell |
3,580
-560
| -14% | -$87.6K | 0.12% | 179 |
|
|
2018
Q4 | $601K | Buy |
4,140
+940
| +29% | +$136K | 0.15% | 145 |
|
|
2018
Q3 | $588K | Sell |
3,200
-1,000
| -24% | -$184K | 0.13% | 156 |
|
|
2018
Q2 | $675K | Hold |
4,200
| – | – | 0.15% | 133 |
|
|
2018
Q1 | $620K | Buy |
4,200
+550
| +15% | +$81.2K | 0.14% | 142 |
|
|
2017
Q4 | $636K | Buy |
+3,650
| New | +$636K | 0.14% | 139 |
|