CWS Financial Advisors’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 | $397K | Buy |
1,275
+592
| +87% | +$184K | 0.12% | 96 |
|
|
2025
Q1 | $230K | Hold |
683
| – | – | 0.07% | 123 |
|
|
2024
Q4 | $232K | Buy |
+683
| New | +$232K | 0.08% | 117 |
|
|
2024
Q1 | – | Sell |
-3,321
| Closed | -$959K | – | 142 |
|
|
2023
Q4 | $959K | Sell |
3,321
-483
| -13% | -$140K | 0.36% | 40 |
|
|
2023
Q3 | $970K | Sell |
3,804
-105
| -3% | -$26.8K | 0.39% | 40 |
|
|
2023
Q2 | $1.13M | Sell |
3,909
-53
| -1% | -$15.3K | 0.43% | 30 |
|
|
2023
Q1 | $978K | Sell |
3,962
-568
| -13% | -$140K | 0.39% | 37 |
|
|
2022
Q4 | $1.05M | Buy |
4,530
+413
| +10% | +$95.3K | 0.45% | 31 |
|
|
2022
Q3 | $829K | Sell |
4,117
-4
| -0.1% | -$805 | 0.4% | 38 |
|
|
2022
Q2 | $812K | Sell |
4,121
-367
| -8% | -$72.3K | 0.37% | 45 |
|
|
2022
Q1 | $922K | Sell |
4,488
-1
| -0% | -$205 | 0.35% | 46 |
|
|
2021
Q4 | $967K | Buy |
+4,489
| New | +$967K | 0.34% | 47 |
|
|
2021
Q2 | $985K | Sell |
4,408
-122
| -3% | -$27.3K | 0.39% | 36 |
|
|
2021
Q1 | $1.05M | Hold |
4,530
| – | – | 0.45% | 31 |
|
|
2020
Q4 | $775K | Sell |
4,530
-4
| -0.1% | -$684 | 0.45% | 47 |
|
|
2020
Q3 | $667K | Sell |
4,534
-84
| -2% | -$12.4K | 0.44% | 45 |
|
|
2020
Q2 | $640K | Buy |
+4,618
| New | +$640K | 0.46% | 45 |
|