HWA
HHM Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
1,200
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $404K | Hold |
1,200
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $407K | Buy |
+1,200
| New | +$407K | 0.06% | 121 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$21.6K | – | 820 |
|
|
2023
Q2 | $21.6K | Hold |
75
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $18.5K | Hold |
75
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $17.1K | Hold |
75
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $15K | Hold |
75
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $15K | Sell |
75
-125
| -63% | -$25K | ﹤0.01% | 469 |
|
|
2022
Q1 | $41K | Hold |
200
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $43K | Hold |
200
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $42K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $45K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $46K | Hold |
200
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $34K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $29K | Buy |
200
+75
| +60% | +$10.9K | 0.01% | 280 |
|
|
2020
Q2 | $17K | Hold |
125
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $14K | Buy |
+125
| New | +$14K | 0.01% | 336 |
|