CWM
Centric Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
8,800
+129
| +1% | +$41.5K | 0.68% | 53 |
|
|
2025
Q1 | $2.92M | Buy |
8,671
+231
| +3% | +$77.8K | 0.77% | 45 |
|
|
2024
Q4 | $2.87M | Buy |
8,440
+36
| +0.4% | +$12.2K | 0.77% | 37 |
|
|
2024
Q3 | $2.98M | Buy |
8,404
+221
| +3% | +$78.3K | 0.79% | 40 |
|
|
2024
Q2 | $2.3M | Buy |
8,183
+519
| +7% | +$146K | 0.66% | 47 |
|
|
2024
Q1 | $2.05M | Buy |
7,664
+634
| +9% | +$170K | 0.65% | 45 |
|
|
2023
Q4 | $2.05M | Buy |
7,030
+484
| +7% | +$141K | 0.68% | 46 |
|
|
2023
Q3 | $1.67M | Buy |
6,546
+199
| +3% | +$50.8K | 0.7% | 43 |
|
|
2023
Q2 | $1.81M | Buy |
6,347
+242
| +4% | +$69.1K | 0.72% | 34 |
|
|
2023
Q1 | $1.51M | Buy |
6,105
+197
| +3% | +$48.6K | 0.65% | 39 |
|
|
2022
Q4 | $1.35M | Buy |
5,908
+96
| +2% | +$21.9K | 0.68% | 43 |
|
|
2022
Q3 | $1.17M | Buy |
+5,812
| New | +$1.17M | 0.47% | 55 |
|