Beverly Hills Private Wealth’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 | $419K | Sell |
1,348
-127
| -9% | -$39.5K | 0.08% | 203 |
|
|
2025
Q1 | $497K | Buy |
1,475
+56
| +4% | +$18.9K | 0.1% | 176 |
|
|
2024
Q4 | $482K | Sell |
1,419
-165
| -10% | -$56K | 0.1% | 176 |
|
|
2024
Q3 | $459K | Sell |
1,584
-327
| -17% | -$94.7K | 0.09% | 199 |
|
|
2024
Q2 | $500K | Sell |
1,911
-120
| -6% | -$31.4K | 0.11% | 186 |
|
|
2024
Q1 | $602K | Sell |
2,031
-152
| -7% | -$45K | 0.14% | 160 |
|
|
2023
Q4 | $631K | Sell |
2,183
-163
| -7% | -$47.1K | 0.16% | 136 |
|
|
2023
Q3 | $598K | Sell |
2,346
-2,396
| -51% | -$611K | 0.18% | 126 |
|
|
2023
Q2 | $1.29M | Buy |
4,742
+2,432
| +105% | +$662K | 0.21% | 108 |
|
|
2023
Q1 | $570K | Buy |
2,310
+366
| +19% | +$90.4K | 0.18% | 130 |
|
|
2022
Q4 | $444K | Buy |
+1,944
| New | +$444K | 0.19% | 121 |
|