Beacon Investment Advisory Services’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 | $5.76M | Buy |
18,515
+2,966
| +19% | +$923K | 0.25% | 85 |
|
|
2025
Q1 | $5.24M | Buy |
15,549
+1,873
| +14% | +$631K | 0.25% | 85 |
|
|
2024
Q4 | $4.64M | Buy |
13,676
+12,273
| +875% | +$4.17M | 0.2% | 90 |
|
|
2024
Q3 | $406K | Hold |
1,403
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $367K | Hold |
1,403
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $416K | Hold |
1,403
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $405K | Sell |
1,403
-54
| -4% | -$15.6K | 0.02% | 195 |
|
|
2023
Q3 | $372K | Buy |
1,457
+4
| +0.3% | +$1.02K | 0.02% | 217 |
|
|
2023
Q2 | $419K | Hold |
1,453
| – | – | 0.02% | 209 |
|
|
2023
Q1 | $359K | Sell |
1,453
-15
| -1% | -$3.7K | 0.02% | 212 |
|
|
2022
Q4 | $335K | Hold |
1,468
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $296K | Sell |
1,468
-2
| -0.1% | -$403 | 0.02% | 231 |
|
|
2022
Q2 | $290K | Sell |
1,470
-4
| -0.3% | -$789 | 0.02% | 236 |
|
|
2022
Q1 | $303K | Hold |
1,474
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $317K | Hold |
1,474
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $308K | Buy |
1,474
+30
| +2% | +$6.27K | 0.01% | 257 |
|
|
2021
Q2 | $323K | Hold |
1,444
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $333K | Hold |
1,444
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $247K | Hold |
1,444
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $212K | Hold |
1,444
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $200K | Buy |
+1,444
| New | +$200K | 0.01% | 235 |
|