Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Buy |
273
+13
| +5% | +$4.05K | ﹤0.01% | 580 |
|
|
2025
Q1 | $87.6K | Hold |
260
| – | – | ﹤0.01% | 564 |
|
|
2024
Q4 | $88.3K | Hold |
260
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $75.3K | Hold |
260
| – | – | ﹤0.01% | 588 |
|
|
2024
Q2 | $68K | Sell |
260
-11
| -4% | -$2.88K | ﹤0.01% | 602 |
|
|
2024
Q1 | $80.3K | Hold |
271
| – | – | ﹤0.01% | 592 |
|
|
2023
Q4 | $78.6K | Hold |
271
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $69.1K | Buy |
271
+11
| +4% | +$2.81K | ﹤0.01% | 597 |
|
|
2023
Q2 | $74.9K | Hold |
260
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $64.2K | Hold |
260
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $59.4K | Hold |
260
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $52.4K | Hold |
260
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $51.2K | Hold |
260
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $53.4K | Buy |
+260
| New | +$53.4K | ﹤0.01% | 575 |
|
|
2021
Q4 | – | Sell |
-260
| Closed | -$54.3K | – | 804 |
|
|
2021
Q3 | $54.3K | Buy |
260
+10
| +4% | +$2.09K | ﹤0.01% | 496 |
|
|
2021
Q2 | $55.9K | Sell |
250
-50
| -17% | -$11.2K | ﹤0.01% | 489 |
|
|
2021
Q1 | $69.2K | Hold |
300
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $51.3K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2020
Q3 | $44.1K | Hold |
300
| – | – | ﹤0.01% | 514 |
|
|
2020
Q2 | $41.6K | Sell |
300
-100
| -25% | -$13.9K | ﹤0.01% | 524 |
|
|
2020
Q1 | $43.5K | Sell |
400
-500
| -56% | -$54.4K | ﹤0.01% | 484 |
|
|
2019
Q4 | $152K | Hold |
900
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $141K | Buy |
+900
| New | +$141K | ﹤0.01% | 359 |
|
|
2018
Q4 | – | Sell |
-275
| Closed | -$50.5K | – | 721 |
|
|
2018
Q3 | $50.5K | Buy |
+275
| New | +$50.5K | ﹤0.01% | 436 |
|