B. Riley Wealth Advisors’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 | $474K | Buy |
+1,524
| New | +$474K | 0.02% | 535 |
|
|
2024
Q4 | $617K | Sell |
1,817
-154
| -8% | -$52.3K | 0.02% | 615 |
|
|
2024
Q3 | $571K | Sell |
1,971
-372
| -16% | -$108K | 0.02% | 695 |
|
|
2024
Q2 | $612K | Sell |
2,343
-1,322
| -36% | -$346K | 0.02% | 721 |
|
|
2024
Q1 | $935K | Buy |
3,665
+1,464
| +67% | +$373K | 0.03% | 543 |
|
|
2023
Q4 | $636K | Sell |
2,201
-1,464
| -40% | -$423K | 0.02% | 699 |
|
|
2023
Q3 | $935K | Buy |
3,665
+1,741
| +90% | +$444K | 0.03% | 543 |
|
|
2023
Q2 | $554K | Sell |
1,924
-153
| -7% | -$44.1K | 0.01% | 799 |
|
|
2023
Q1 | $513K | Buy |
2,077
+21
| +1% | +$5.19K | 0.01% | 792 |
|
|
2022
Q4 | $470K | Buy |
2,056
+295
| +17% | +$67.4K | 0.01% | 811 |
|
|
2022
Q3 | $355K | Buy |
1,761
+68
| +4% | +$13.7K | 0.01% | 919 |
|
|
2022
Q2 | $335K | Buy |
1,693
+100
| +6% | +$19.8K | 0.01% | 827 |
|
|
2022
Q1 | $328K | Sell |
1,593
-833
| -34% | -$172K | 0.01% | 966 |
|
|
2021
Q4 | $523K | Buy |
2,426
+286
| +13% | +$61.7K | 0.02% | 784 |
|
|
2021
Q3 | $447K | Buy |
2,140
+806
| +60% | +$168K | 0.01% | 830 |
|
|
2021
Q2 | $298K | Sell |
1,334
-1,129
| -46% | -$252K | 0.01% | 1022 |
|
|
2021
Q1 | $569K | Buy |
2,463
+455
| +23% | +$105K | 0.02% | 675 |
|
|
2020
Q4 | $344K | Sell |
2,008
-350
| -15% | -$60K | 0.02% | 681 |
|
|
2020
Q3 | $346K | Buy |
2,358
+108
| +5% | +$15.8K | 0.02% | 668 |
|
|
2020
Q2 | $312K | Sell |
2,250
-473
| -17% | -$65.6K | 0.02% | 623 |
|
|
2020
Q1 | $296K | Buy |
2,723
+920
| +51% | +$100K | 0.03% | 538 |
|
|
2019
Q4 | $306K | Buy |
+1,803
| New | +$306K | 0.03% | 594 |
|
|
2015
Q1 | – | Sell |
-83
| Closed | -$11 | – | 1764 |
|
|
2014
Q4 | $11 | Buy |
+83
| New | +$11 | ﹤0.01% | 2823 |
|