Baker Tilly Wealth Management’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,217
| Closed | -$361K | – | 397 |
|
|
2024
Q1 | $361K | Sell |
1,217
-312
| -20% | -$92.4K | 0.07% | 319 |
|
|
2023
Q4 | $442K | Sell |
1,529
-117
| -7% | -$33.8K | 0.07% | 305 |
|
|
2023
Q3 | $420K | Buy |
1,646
+73
| +5% | +$18.6K | 0.07% | 296 |
|
|
2023
Q2 | $453K | Buy |
1,573
+25
| +2% | +$7.21K | 0.05% | 362 |
|
|
2023
Q1 | $382K | Sell |
1,548
-32
| -2% | -$7.9K | 0.04% | 400 |
|
|
2022
Q4 | $361K | Sell |
1,580
-389
| -20% | -$88.9K | 0.04% | 401 |
|
|
2022
Q3 | $396K | Sell |
1,969
-11
| -0.6% | -$2.21K | 0.05% | 354 |
|
|
2022
Q2 | $390K | Sell |
1,980
-57
| -3% | -$11.2K | 0.05% | 363 |
|
|
2022
Q1 | $419K | Sell |
2,037
-56
| -3% | -$11.5K | 0.05% | 383 |
|
|
2021
Q4 | $451K | Buy |
2,093
+323
| +18% | +$69.6K | 0.05% | 374 |
|
|
2021
Q3 | $370K | Buy |
1,770
+254
| +17% | +$53.1K | 0.05% | 379 |
|
|
2021
Q2 | $339K | Buy |
1,516
+150
| +11% | +$33.5K | 0.05% | 371 |
|
|
2021
Q1 | $315K | Buy |
+1,366
| New | +$315K | 0.06% | 352 |
|