GWM
Gitterman Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-669
| Closed | -$227K | – | 350 |
|
|
2025
Q1 | $227K | Buy |
669
+3
| +0.5% | +$1.02K | 0.06% | 104 |
|
|
2024
Q4 | $227K | Buy |
+666
| New | +$227K | 0.09% | 99 |
|
|
2024
Q2 | – | Sell |
-1,484
| Closed | -$440K | – | 132 |
|
|
2024
Q1 | $440K | Buy |
+1,484
| New | +$440K | 0.17% | 35 |
|
|
2023
Q3 | – | Sell |
-1,038
| Closed | -$300K | – | 102 |
|
|
2023
Q2 | $300K | Sell |
1,038
-19
| -2% | -$5.49K | 0.14% | 41 |
|
|
2023
Q1 | $261K | Buy |
+1,057
| New | +$261K | 0.12% | 45 |
|