Beacon Investment 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 | $310K | Buy |
996
+4
| +0.4% | +$1.25K | 0.13% | 126 |
|
|
2025
Q1 | $335K | Buy |
992
+4
| +0.4% | +$1.35K | 0.16% | 125 |
|
|
2024
Q4 | $336K | Buy |
988
+3
| +0.3% | +$1.02K | 0.16% | 123 |
|
|
2024
Q3 | $285K | Buy |
985
+4
| +0.4% | +$1.16K | 0.14% | 129 |
|
|
2024
Q2 | $256K | Buy |
981
+4
| +0.4% | +$1.05K | 0.13% | 132 |
|
|
2024
Q1 | $289K | Buy |
977
+4
| +0.4% | +$1.19K | 0.17% | 109 |
|
|
2023
Q4 | $281K | Buy |
973
+4
| +0.4% | +$1.16K | 0.18% | 109 |
|
|
2023
Q3 | $247K | Buy |
969
+7
| +0.7% | +$1.79K | 0.17% | 106 |
|
|
2023
Q2 | $277K | Sell |
962
-1
| -0.1% | -$288 | 0.19% | 104 |
|
|
2023
Q1 | $238K | Sell |
963
-60
| -6% | -$14.8K | 0.17% | 116 |
|
|
2022
Q4 | $234K | Buy |
+1,023
| New | +$234K | 0.2% | 115 |
|