Eads & Heald 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 | $1.76M | Buy |
5,653
+131
| +2% | +$40.8K | 0.87% | 49 |
|
|
2025
Q1 | $1.86M | Sell |
5,522
-262
| -5% | -$88.3K | 0.95% | 46 |
|
|
2024
Q4 | $1.96M | Buy |
5,784
+828
| +17% | +$281K | 0.97% | 39 |
|
|
2024
Q3 | $1.44M | Buy |
4,956
+6
| +0.1% | +$1.74K | 0.68% | 66 |
|
|
2024
Q2 | $1.29M | Sell |
4,950
-243
| -5% | -$63.5K | 0.63% | 73 |
|
|
2024
Q1 | $1.54M | Sell |
5,193
-280
| -5% | -$82.9K | 0.72% | 65 |
|
|
2023
Q4 | $1.58M | Sell |
5,473
-271
| -5% | -$78.3K | 0.76% | 64 |
|
|
2023
Q3 | $1.47M | Sell |
5,744
-77
| -1% | -$19.6K | 0.77% | 64 |
|
|
2023
Q2 | $1.68M | Sell |
5,821
-584
| -9% | -$168K | 0.83% | 56 |
|
|
2023
Q1 | $1.58M | Buy |
6,405
+99
| +2% | +$24.4K | 0.78% | 62 |
|
|
2022
Q4 | $1.44M | Sell |
6,306
-298
| -5% | -$68.1K | 0.73% | 64 |
|
|
2022
Q3 | $1.33M | Sell |
6,604
-512
| -7% | -$103K | 0.75% | 60 |
|
|
2022
Q2 | $1.4M | Buy |
7,116
+174
| +3% | +$34.3K | 0.75% | 59 |
|
|
2022
Q1 | $1.43M | Buy |
6,942
+262
| +4% | +$53.8K | 0.66% | 73 |
|
|
2021
Q4 | $1.44M | Sell |
6,680
-138
| -2% | -$29.7K | 0.63% | 78 |
|
|
2021
Q3 | $1.43M | Buy |
6,818
+558
| +9% | +$117K | 0.69% | 71 |
|
|
2021
Q2 | $1.4M | Buy |
6,260
+985
| +19% | +$220K | 0.68% | 75 |
|
|
2021
Q1 | $1.22M | Sell |
5,275
-79
| -1% | -$18.2K | 0.63% | 75 |
|
|
2020
Q4 | $916K | Buy |
5,354
+15
| +0.3% | +$2.57K | 0.49% | 85 |
|
|
2020
Q3 | $786K | Sell |
5,339
-218
| -4% | -$32.1K | 0.47% | 84 |
|
|
2020
Q2 | $770K | Sell |
5,557
-953
| -15% | -$132K | 0.47% | 87 |
|
|
2020
Q1 | $708K | Sell |
6,510
-395
| -6% | -$43K | 0.5% | 84 |
|
|
2019
Q4 | $1.17M | Hold |
6,905
| – | – | 0.62% | 75 |
|
|
2019
Q3 | $1.08M | Buy |
6,905
+150
| +2% | +$23.5K | 0.6% | 73 |
|
|
2019
Q2 | $1.12M | Sell |
6,755
-133
| -2% | -$22K | 0.63% | 71 |
|
|
2019
Q1 | $1.08M | Sell |
6,888
-46
| -0.7% | -$7.2K | 0.62% | 72 |
|
|
2018
Q4 | $1.01M | Sell |
6,934
-60
| -0.9% | -$8.71K | 0.67% | 65 |
|
|
2018
Q3 | $1.28M | Sell |
6,994
-29
| -0.4% | -$5.32K | 0.74% | 65 |
|
|
2018
Q2 | $1.13M | Sell |
7,023
-1,879
| -21% | -$302K | 0.7% | 69 |
|
|
2018
Q1 | $1.31M | Sell |
8,902
-581
| -6% | -$85.7K | 0.83% | 59 |
|
|
2017
Q4 | $1.65M | Sell |
9,483
-443
| -4% | -$77.2K | 0.97% | 47 |
|
|
2017
Q3 | $1.48M | Buy |
9,926
+3,424
| +53% | +$510K | 0.92% | 49 |
|
|
2017
Q2 | $1.03M | Sell |
6,502
-1,156
| -15% | -$183K | 0.66% | 74 |
|
|
2017
Q1 | $1.29M | Buy |
7,658
+501
| +7% | +$84.5K | 0.83% | 62 |
|
|
2016
Q4 | $1.23M | Buy |
7,157
+1,260
| +21% | +$216K | 0.84% | 60 |
|
|
2016
Q3 | $896K | Buy |
5,897
+1,600
| +37% | +$243K | 0.62% | 76 |
|
|
2016
Q2 | $678K | Buy |
4,297
+2,297
| +115% | +$362K | 0.47% | 90 |
|
|
2016
Q1 | $314K | Buy |
2,000
+500
| +33% | +$78.5K | 0.22% | 115 |
|
|
2015
Q4 | $257K | Buy |
+1,500
| New | +$257K | 0.18% | 124 |
|