GWM
GSB Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
8,759
+30
| +0.3% | +$9.34K | 0.67% | 52 |
|
|
2025
Q1 | $2.94M | Sell |
8,729
-208
| -2% | -$70.1K | 0.77% | 41 |
|
|
2024
Q4 | $3.03M | Buy |
8,937
+47
| +0.5% | +$16K | 0.78% | 38 |
|
|
2024
Q3 | $2.58M | Sell |
8,890
-424
| -5% | -$123K | 0.66% | 49 |
|
|
2024
Q2 | $2.43M | Sell |
9,314
-142
| -2% | -$37.1K | 0.66% | 47 |
|
|
2024
Q1 | $2.8M | Buy |
9,456
+792
| +9% | +$235K | 0.79% | 38 |
|
|
2023
Q4 | $2.5M | Sell |
8,664
-118
| -1% | -$34.1K | 0.77% | 39 |
|
|
2023
Q3 | $2.24M | Buy |
8,782
+1,371
| +18% | +$350K | 0.75% | 39 |
|
|
2023
Q2 | $2.14M | Buy |
7,411
+47
| +0.6% | +$13.5K | 0.69% | 47 |
|
|
2023
Q1 | $1.82M | Buy |
7,364
+29
| +0.4% | +$7.16K | 0.59% | 54 |
|
|
2022
Q4 | $1.68M | Sell |
7,335
-108
| -1% | -$24.7K | 0.6% | 55 |
|
|
2022
Q3 | $1.5M | Sell |
7,443
-8
| -0.1% | -$1.61K | 0.54% | 68 |
|
|
2022
Q2 | $1.47M | Buy |
7,451
+27
| +0.4% | +$5.32K | 0.5% | 73 |
|
|
2022
Q1 | $1.53M | Buy |
7,424
+754
| +11% | +$155K | 0.44% | 80 |
|
|
2021
Q4 | $1.44M | Buy |
+6,670
| New | +$1.44M | 0.41% | 85 |
|
|
2021
Q3 | – | Sell |
-6,574
| Closed | -$1.47M | – | 205 |
|
|
2021
Q2 | $1.47M | Buy |
6,574
+19
| +0.3% | +$4.25K | 0.46% | 75 |
|
|
2021
Q1 | $1.51M | Buy |
+6,555
| New | +$1.51M | 0.5% | 68 |
|