Forum Financial 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
$479K Buy
1,539
+3
+0.2% +$934 0.01% 431
2025
Q1
$518K Sell
1,536
-5
-0.3% -$1.69K 0.01% 354
2024
Q4
$523K Hold
1,541
0.01% 366
2024
Q3
$446K Sell
1,541
-87
-5% -$25.2K 0.01% 365
2024
Q2
$426K Buy
1,628
+2
+0.1% +$523 0.01% 351
2024
Q1
$482K Sell
1,626
-1
-0.1% -$296 0.01% 332
2023
Q4
$470K Buy
1,627
+1
+0.1% +$289 0.01% 302
2023
Q3
$415K Hold
1,626
0.01% 331
2023
Q2
$469K Buy
1,626
+293
+22% +$84.4K 0.01% 310
2023
Q1
$329K Hold
1,333
0.01% 373
2022
Q4
$305K Hold
1,333
0.01% 389
2022
Q3
$268K Hold
1,333
0.01% 379
2022
Q2
$263K Hold
1,333
0.01% 407
2022
Q1
$273K Buy
1,333
+100
+8% +$20.5K 0.01% 442
2021
Q4
$266K Buy
+1,233
New +$266K 0.01% 472