EP Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
1,034
-42
| -4% | -$13.1K | ﹤0.01% | 980 |
|
|
2025
Q1 | $363K | Sell |
1,076
-608
| -36% | -$205K | ﹤0.01% | 830 |
|
|
2024
Q4 | $572K | Sell |
1,684
-41
| -2% | -$13.9K | ﹤0.01% | 651 |
|
|
2024
Q3 | $500K | Buy |
1,725
+868
| +101% | +$251K | ﹤0.01% | 694 |
|
|
2024
Q2 | $224K | Buy |
857
+47
| +6% | +$12.3K | ﹤0.01% | 731 |
|
|
2024
Q1 | $240K | Buy |
810
+20
| +3% | +$5.92K | ﹤0.01% | 688 |
|
|
2023
Q4 | $228K | Buy |
+790
| New | +$228K | ﹤0.01% | 686 |
|