FMWA
Forvis Mazars Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,617
+10
| +0.2% | +$3.11K | 0.03% | 180 |
|
|
2025
Q1 | $1.55M | Buy |
4,607
+32
| +0.7% | +$10.8K | 0.04% | 173 |
|
|
2024
Q4 | $1.55M | Sell |
4,575
-4
| -0.1% | -$1.36K | 0.04% | 180 |
|
|
2024
Q3 | $1.33M | Buy |
4,579
+4
| +0.1% | +$1.16K | 0.03% | 195 |
|
|
2024
Q2 | $1.2M | Hold |
4,575
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $1.36M | Hold |
4,575
| – | – | 0.03% | 191 |
|
|
2023
Q4 | $1.32M | Hold |
4,575
| – | – | 0.04% | 185 |
|
|
2023
Q3 | $1.17M | Hold |
4,575
| – | – | 0.04% | 191 |
|
|
2023
Q2 | $1.32M | Hold |
4,575
| – | – | 0.04% | 195 |
|
|
2023
Q1 | $1.13M | Hold |
4,575
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $1.05M | Sell |
4,575
-45
| -1% | -$10.3K | 0.04% | 197 |
|
|
2022
Q3 | $930K | Sell |
4,620
-75
| -2% | -$15.1K | 0.04% | 195 |
|
|
2022
Q2 | $925K | Buy |
4,695
+120
| +3% | +$23.6K | 0.04% | 192 |
|
|
2022
Q1 | $940K | Hold |
4,575
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $985K | Hold |
4,575
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $956K | Hold |
4,575
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $1.02M | Sell |
4,575
-516
| -10% | -$115K | 0.05% | 134 |
|
|
2021
Q1 | $1.18M | Sell |
5,091
-5,176
| -50% | -$1.19M | 0.06% | 124 |
|
|
2020
Q4 | $1.76M | Buy |
10,267
+34
| +0.3% | +$5.82K | 0.09% | 105 |
|
|
2020
Q3 | $1.51M | Sell |
10,233
-3,394
| -25% | -$499K | 0.09% | 110 |
|
|
2020
Q2 | $1.89M | Sell |
13,627
-36
| -0.3% | -$4.99K | 0.12% | 88 |
|
|
2020
Q1 | $1.49M | Buy |
+13,663
| New | +$1.49M | 0.12% | 89 |
|