Clearstead Advisors’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 | $42K | Buy |
135
+18
| +15% | +$5.6K | ﹤0.01% | 1332 |
|
|
2025
Q1 | $39.4K | Sell |
117
-38
| -25% | -$12.8K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $52.7K | Buy |
155
+3
| +2% | +$1.02K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $44K | Buy |
152
+42
| +38% | +$12.2K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $28.8K | Buy |
110
+75
| +214% | +$19.6K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $9.8K | Sell |
35
-14
| -29% | -$3.92K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $14.2K | Sell |
49
-1
| -2% | -$289 | ﹤0.01% | 995 |
|
|
2023
Q3 | $12.8K | Buy |
50
+44
| +733% | +$11.2K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $1.73K | Sell |
6
-3
| -33% | -$865 | ﹤0.01% | 1184 |
|
|
2023
Q1 | $2.22K | Buy |
9
+3
| +50% | +$741 | ﹤0.01% | 1123 |
|
|
2022
Q4 | $1.37K | Buy |
+6
| New | +$1.37K | ﹤0.01% | 1137 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1373 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1078 |
|