BWM
BerganKDV Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $66K | Hold |
229
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $56.5K | Sell |
229
-323
| -59% | -$79.7K | 0.01% | 380 |
|
|
2022
Q4 | $126K | Sell |
552
-11,327
| -95% | -$2.59M | 0.01% | 283 |
|
|
2022
Q3 | $2.39M | Buy |
11,879
+775
| +7% | +$156K | 0.29% | 75 |
|
|
2022
Q2 | $2.19M | Buy |
11,104
+84
| +0.8% | +$16.6K | 0.25% | 84 |
|
|
2022
Q1 | $2.26M | Buy |
11,020
+1,281
| +13% | +$263K | 0.24% | 83 |
|
|
2021
Q4 | $2.1M | Sell |
9,739
-450
| -4% | -$96.9K | 0.22% | 92 |
|
|
2021
Q3 | $2.13M | Buy |
10,189
+71
| +0.7% | +$14.8K | 0.24% | 85 |
|
|
2021
Q2 | $2.26M | Sell |
10,118
-119
| -1% | -$26.6K | 0.27% | 76 |
|
|
2021
Q1 | $2.36M | Sell |
10,237
-367
| -3% | -$84.7K | 0.3% | 71 |
|
|
2020
Q4 | $1.82M | Sell |
10,604
-282
| -3% | -$48.3K | 0.26% | 81 |
|
|
2020
Q3 | $1.6M | Sell |
10,886
-373
| -3% | -$54.9K | 0.25% | 84 |
|
|
2020
Q2 | $1.56M | Buy |
11,259
+121
| +1% | +$16.8K | 0.27% | 80 |
|
|
2020
Q1 | $1.21M | Buy |
+11,138
| New | +$1.21M | 0.25% | 83 |
|