Crestmont Private Wealth’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 | $296K | Buy |
950
+6
| +0.6% | +$1.87K | 0.11% | 60 |
|
|
2025
Q1 | $318K | Buy |
944
+80
| +9% | +$27K | 0.14% | 51 |
|
|
2024
Q4 | $293K | Sell |
864
-197
| -19% | -$66.9K | 0.13% | 51 |
|
|
2024
Q3 | $307K | Buy |
1,061
+20
| +2% | +$5.79K | 0.13% | 56 |
|
|
2024
Q2 | $272K | Buy |
+1,041
| New | +$272K | 0.13% | 64 |
|