Dumont & Blake Investment 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 | $224K | Hold |
721
| – | – | 0.06% | 183 |
|
2025
Q1 | $243K | Hold |
721
| – | – | 0.07% | 173 |
|
2024
Q4 | $245K | Hold |
721
| – | – | 0.07% | 175 |
|
2024
Q3 | $209K | Buy |
+721
| New | +$209K | 0.06% | 188 |
|
2024
Q2 | – | Sell |
-721
| Closed | -$214K | – | 204 |
|
2024
Q1 | $214K | Buy |
721
+21
| +3% | +$6.22K | 0.06% | 184 |
|
2023
Q4 | $202K | Buy |
+700
| New | +$202K | 0.06% | 185 |
|
2023
Q3 | – | Sell |
-698
| Closed | -$201K | – | 188 |
|
2023
Q2 | $201K | Buy |
+698
| New | +$201K | 0.07% | 177 |
|