Carson Wealth (CWM LLC)’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
5,195
-334
| -6% | -$104K | 0.01% | 1024 |
|
|
2025
Q1 | $1.86M | Buy |
5,529
+351
| +7% | +$118K | 0.01% | 851 |
|
|
2024
Q4 | $1.76M | Sell |
5,178
-154
| -3% | -$52.3K | 0.01% | 833 |
|
|
2024
Q3 | $1.55M | Sell |
5,332
-67
| -1% | -$19.4K | 0.01% | 818 |
|
|
2024
Q2 | $1.41M | Buy |
5,399
+4
| +0.1% | +$1.05K | 0.01% | 745 |
|
|
2024
Q1 | $1.6M | Sell |
5,395
-308
| -5% | -$91.2K | 0.01% | 685 |
|
|
2023
Q4 | $1.65M | Buy |
5,703
+982
| +21% | +$284K | 0.01% | 621 |
|
|
2023
Q3 | $1.2M | Sell |
4,721
-36
| -0.8% | -$9.18K | 0.01% | 671 |
|
|
2023
Q2 | $1.37M | Buy |
4,757
+22
| +0.5% | +$6.34K | 0.01% | 609 |
|
|
2023
Q1 | $1.17M | Sell |
4,735
-45
| -0.9% | -$11.1K | 0.01% | 620 |
|
|
2022
Q4 | $1.09M | Buy |
4,780
+241
| +5% | +$55.1K | 0.01% | 588 |
|
|
2022
Q3 | $914K | Buy |
4,539
+84
| +2% | +$16.9K | 0.01% | 582 |
|
|
2022
Q2 | $878K | Buy |
4,455
+149
| +3% | +$29.4K | 0.01% | 590 |
|
|
2022
Q1 | $885K | Sell |
4,306
-4
| -0.1% | -$822 | 0.01% | 587 |
|
|
2021
Q4 | $928K | Buy |
+4,310
| New | +$928K | 0.01% | 588 |
|
|
2021
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2021
Q1 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2020
Q4 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2020
Q3 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2020
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2020
Q1 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2019
Q4 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2019
Q3 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2019
Q2 | $938K | Hold |
4,196
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $938K | Sell |
4,196
-247
| -6% | -$55.2K | 0.01% | 570 |
|
|
2018
Q4 | $646K | Buy |
4,443
+71
| +2% | +$10.3K | 0.02% | 416 |
|
|
2018
Q3 | $803K | Sell |
4,372
-11
| -0.3% | -$2.02K | 0.02% | 338 |
|
|
2018
Q2 | $704K | Buy |
4,383
+14
| +0.3% | +$2.25K | 0.02% | 303 |
|
|
2018
Q1 | $645K | Sell |
4,369
-269
| -6% | -$39.7K | 0.03% | 263 |
|
|
2017
Q4 | $808K | Hold |
4,638
| – | – | 0.04% | 241 |
|
|
2017
Q3 | $691K | Buy |
4,638
+36
| +0.8% | +$5.36K | 0.03% | 227 |
|
|
2017
Q2 | $727K | Sell |
4,602
-21
| -0.5% | -$3.32K | 0.04% | 218 |
|
|
2017
Q1 | $780K | Buy |
4,623
+4,423
| +2,212% | +$746K | 0.04% | 199 |
|
|
2016
Q4 | $34K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2016
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 498 |
|
|
2016
Q2 | $32K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2016
Q1 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 397 |
|