Baldwin Wealth 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 Q1	–	Sell	-614	Closed	-$208K	–	246
2024 Q4	$208K	Sell	614 -920	-60%	-$312K	0.01%	229
2024 Q3	$444K	Buy	1,534 +1,527	+21,814%	+$442K	0.03%	211
2024 Q2	$1.83K	Buy	+7	New	+$1.83K	﹤0.01%	666