Global Retirement Partners’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
$1.24M Buy
+3,999
New +$1.24M 0.03% 449
2024
Q4
$1.32M Buy
3,899
+139
+4% +$47.2K 0.04% 391
2024
Q3
$1.09M Buy
3,760
+325
+9% +$94.1K 0.03% 430
2024
Q2
$898K Buy
3,435
+2,912
+557% +$761K 0.03% 444
2024
Q1
$155K Sell
523
-47
-8% -$13.9K 0.01% 891
2023
Q4
$162K Sell
570
-65
-10% -$18.5K 0.01% 836
2023
Q3
$163K Buy
635
+27
+4% +$6.91K 0.01% 750
2023
Q2
$175K Buy
608
+6
+1% +$1.73K 0.01% 740
2023
Q1
$158K Buy
602
+230
+62% +$60.4K 0.01% 758
2022
Q4
$85K Buy
372
+1
+0.3% +$229 0.01% 865
2022
Q3
$82K Buy
371
+12
+3% +$2.65K 0.01% 847
2022
Q2
$71K Sell
359
-4
-1% -$791 0.01% 869
2022
Q1
$77K Buy
363
+331
+1,034% +$70.2K 0.01% 847
2021
Q4
$7K Buy
32
+13
+68% +$2.84K 0.01% 173
2021
Q3
$4K Buy
19
+15
+375% +$3.16K ﹤0.01% 1708
2021
Q2
$1K Sell
4
-23
-85% -$5.75K ﹤0.01% 1824
2021
Q1
$6K Sell
27
-14
-34% -$3.11K ﹤0.01% 1435
2020
Q4
$7K Hold
41
﹤0.01% 1363
2020
Q3
$6K Hold
41
﹤0.01% 1286
2020
Q2
$6K Hold
41
﹤0.01% 1261
2020
Q1
$4K Hold
41
﹤0.01% 1299
2019
Q4
$7K Sell
41
-7
-15% -$1.2K ﹤0.01% 1256
2019
Q3
$8K Hold
48
﹤0.01% 1184
2019
Q2
$8K Hold
48
﹤0.01% 1183
2019
Q1
$8K Sell
48
-13
-21% -$2.17K ﹤0.01% 1129
2018
Q4
$9K Sell
61
-87
-59% -$12.8K ﹤0.01% 1015
2018
Q3
$27K Sell
148
-1
-0.7% -$182 0.01% 727
2018
Q2
$24K Hold
149
0.01% 746
2018
Q1
$22K Buy
149
+15
+11% +$2.22K 0.01% 732
2017
Q4
$23K Sell
134
-6
-4% -$1.03K 0.01% 691
2017
Q3
$21K Buy
140
+70
+100% +$10.5K 0.01% 638
2017
Q2
$11K Hold
70
0.01% 772
2017
Q1
$12K Buy
70
+50
+250% +$8.57K 0.01% 700
2016
Q4
$3K Buy
+20
New +$3K ﹤0.01% 926