CIA
Concurrent Investment Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
14,792
-94
| -0.6% | -$29.3K | 0.09% | 238 |
|
|
2025
Q1 | $5.02M | Sell |
14,886
-136
| -0.9% | -$45.8K | 0.12% | 184 |
|
|
2024
Q4 | $5.1M | Sell |
15,022
-241
| -2% | -$81.8K | 0.14% | 156 |
|
|
2024
Q3 | $4.42M | Sell |
15,263
-34
| -0.2% | -$9.85K | 0.13% | 164 |
|
|
2024
Q2 | $4M | Sell |
15,297
-108
| -0.7% | -$28.2K | 0.13% | 158 |
|
|
2024
Q1 | $4.56M | Sell |
15,405
-249
| -2% | -$73.8K | 0.18% | 124 |
|
|
2023
Q4 | $4.52M | Buy |
+15,654
| New | +$4.52M | 0.21% | 107 |
|