Congress Wealth Management’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 | $5.05M | Buy |
16,223
+9,493
| +141% | +$2.95M | 0.05% | 382 |
|
|
2025
Q1 | $2.27M | Buy |
6,730
+192
| +3% | +$64.7K | 0.03% | 466 |
|
|
2024
Q4 | $2.22M | Sell |
6,538
-7,615
| -54% | -$2.59M | 0.03% | 395 |
|
|
2024
Q3 | $4.1M | Buy |
14,153
+3,710
| +36% | +$1.07M | 0.05% | 322 |
|
|
2024
Q2 | $2.73M | Buy |
+10,443
| New | +$2.73M | 0.04% | 314 |
|