GeoWealth 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
$59.4K Sell
191
-76
-28% -$23.7K ﹤0.01% 910
2025
Q1
$90K Sell
267
-764
-74% -$257K ﹤0.01% 807
2024
Q4
$350K Buy
1,031
+710
+221% +$241K 0.01% 576
2024
Q3
$93K Buy
+321
New +$93K ﹤0.01% 909