Creative Planning’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 | $3.83M | Buy |
12,316
+477
| +4% | +$148K | ﹤0.01% | 894 |
|
|
2025
Q1 | $3.99M | Buy |
11,839
+962
| +9% | +$324K | ﹤0.01% | 800 |
|
|
2024
Q4 | $3.69M | Buy |
10,877
+968
| +10% | +$329K | ﹤0.01% | 798 |
|
|
2024
Q3 | $2.87M | Buy |
9,909
+446
| +5% | +$129K | ﹤0.01% | 886 |
|
|
2024
Q2 | $2.47M | Buy |
9,463
+1,361
| +17% | +$356K | ﹤0.01% | 896 |
|
|
2024
Q1 | $2.4M | Sell |
8,102
-917
| -10% | -$272K | ﹤0.01% | 894 |
|
|
2023
Q4 | $2.61M | Buy |
9,019
+406
| +5% | +$117K | ﹤0.01% | 799 |
|
|
2023
Q3 | $2.2M | Buy |
8,613
+227
| +3% | +$57.9K | ﹤0.01% | 817 |
|
|
2023
Q2 | $2.42M | Buy |
8,386
+80
| +1% | +$23.1K | ﹤0.01% | 734 |
|
|
2023
Q1 | $2.05M | Buy |
8,306
+632
| +8% | +$156K | ﹤0.01% | 763 |
|
|
2022
Q4 | $1.75M | Sell |
7,674
-56
| -0.7% | -$12.8K | ﹤0.01% | 796 |
|
|
2022
Q3 | $1.56M | Buy |
7,730
+834
| +12% | +$168K | ﹤0.01% | 774 |
|
|
2022
Q2 | $1.36M | Buy |
6,896
+107
| +2% | +$21.1K | ﹤0.01% | 844 |
|
|
2022
Q1 | $1.4M | Buy |
6,789
+3,079
| +83% | +$633K | ﹤0.01% | 845 |
|
|
2021
Q4 | $799K | Buy |
3,710
+163
| +5% | +$35.1K | ﹤0.01% | 1058 |
|
|
2021
Q3 | $741K | Buy |
3,547
+109
| +3% | +$22.8K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $768K | Sell |
3,438
-89
| -3% | -$19.9K | ﹤0.01% | 1052 |
|
|
2021
Q1 | $814K | Buy |
3,527
+90
| +3% | +$20.8K | ﹤0.01% | 1136 |
|
|
2020
Q4 | $588K | Sell |
3,437
-936
| -21% | -$160K | ﹤0.01% | 1202 |
|
|
2020
Q3 | $643K | Buy |
4,373
+364
| +9% | +$53.5K | ﹤0.01% | 989 |
|
|
2020
Q2 | $555K | Sell |
4,009
-1,768
| -31% | -$245K | ﹤0.01% | 969 |
|
|
2020
Q1 | $629K | Sell |
5,777
-339
| -6% | -$36.9K | ﹤0.01% | 831 |
|
|
2019
Q4 | $1.04M | Sell |
6,116
-512
| -8% | -$86.7K | ﹤0.01% | 771 |
|
|
2019
Q3 | $1.04M | Sell |
6,628
-23
| -0.3% | -$3.6K | ﹤0.01% | 737 |
|
|
2019
Q2 | $1.1M | Sell |
6,651
-202
| -3% | -$33.5K | ﹤0.01% | 721 |
|
|
2019
Q1 | $1.07M | Buy |
6,853
+19
| +0.3% | +$2.98K | ﹤0.01% | 706 |
|
|
2018
Q4 | $993K | Buy |
6,834
+369
| +6% | +$53.6K | ﹤0.01% | 669 |
|
|
2018
Q3 | $1.19M | Buy |
6,465
+374
| +6% | +$68.7K | ﹤0.01% | 687 |
|
|
2018
Q2 | $979K | Buy |
6,091
+666
| +12% | +$107K | ﹤0.01% | 752 |
|
|
2018
Q1 | $800K | Sell |
5,425
-391
| -7% | -$57.7K | ﹤0.01% | 849 |
|
|
2017
Q4 | $1.01M | Sell |
5,816
-153
| -3% | -$26.7K | ﹤0.01% | 717 |
|
|
2017
Q3 | $889K | Buy |
5,969
+539
| +10% | +$80.3K | ﹤0.01% | 771 |
|
|
2017
Q2 | $858K | Buy |
5,430
+85
| +2% | +$13.4K | ﹤0.01% | 759 |
|
|
2017
Q1 | $902K | Buy |
5,345
+300
| +6% | +$50.6K | ﹤0.01% | 717 |
|
|
2016
Q4 | $864K | Sell |
5,045
-205
| -4% | -$35.1K | 0.01% | 679 |
|
|
2016
Q3 | $798K | Buy |
5,250
+2,048
| +64% | +$311K | 0.01% | 686 |
|
|
2016
Q2 | $505K | Buy |
3,202
+702
| +28% | +$111K | ﹤0.01% | 769 |
|
|
2016
Q1 | $392K | Sell |
2,500
-784
| -24% | -$123K | ﹤0.01% | 851 |
|
|
2015
Q4 | $563K | Buy |
3,284
+667
| +25% | +$114K | ﹤0.01% | 702 |
|
|
2015
Q3 | $395K | Buy |
+2,617
| New | +$395K | ﹤0.01% | 836 |
|
|
2015
Q2 | – | Sell |
-2,819
| Closed | -$415K | – | 2598 |
|
|
2015
Q1 | $415K | Buy |
2,819
+87
| +3% | +$12.8K | ﹤0.01% | 817 |
|
|
2014
Q4 | $374K | Buy |
2,732
+130
| +5% | +$17.8K | ﹤0.01% | 822 |
|
|
2014
Q3 | $315K | Buy |
2,602
+1,844
| +243% | +$223K | ﹤0.01% | 846 |
|
|
2014
Q2 | $90K | Buy |
758
+307
| +68% | +$36.5K | ﹤0.01% | 1493 |
|
|
2014
Q1 | $51K | Sell |
451
-48
| -10% | -$5.43K | ﹤0.01% | 1780 |
|
|
2013
Q4 | $55K | Buy |
499
+100
| +25% | +$11K | ﹤0.01% | 1546 |
|
|
2013
Q3 | $40K | Sell |
399
-3,160
| -89% | -$317K | ﹤0.01% | 1652 |
|
|
2013
Q2 | $318K | Buy |
+3,559
| New | +$318K | 0.01% | 530 |
|