Concurrent Investment Advisors’s Snap-on SNA Stock Holding History

Concurrent Investment Advisors’s Portfolio SNA Stock Details SNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.75M	Buy
2025 Q2	$4.6M	Sell
2025 Q1	$5.02M	Sell
2024 Q4	$5.1M	Sell
2024 Q3	$4.42M	Sell
2024 Q2	$4M	Sell
2024 Q1	$4.56M	Sell
2023 Q4	$4.52M	Buy