Independent Solutions Wealth 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 | $1.15M | Sell |
3,693
-25
| -0.7% | -$7.78K | 0.22% | 105 |
|
|
2025
Q1 | $1.25M | Buy |
3,718
+83
| +2% | +$28K | 0.28% | 96 |
|
|
2024
Q4 | $1.23M | Hold |
3,635
| – | – | 0.27% | 103 |
|
|
2024
Q3 | $1.05M | Sell |
3,635
-213
| -6% | -$61.7K | 0.24% | 96 |
|
|
2024
Q2 | $1.01M | Buy |
3,848
+203
| +6% | +$53.1K | 0.23% | 99 |
|
|
2024
Q1 | $1.08M | Buy |
3,645
+385
| +12% | +$114K | 0.26% | 94 |
|
|
2023
Q4 | $942K | Sell |
3,260
-563
| -15% | -$163K | 0.24% | 99 |
|
|
2023
Q3 | $975K | Sell |
3,823
-323
| -8% | -$82.4K | 0.25% | 90 |
|
|
2023
Q2 | $1.19M | Sell |
4,146
-98
| -2% | -$28.2K | 0.3% | 75 |
|
|
2023
Q1 | $1.05M | Sell |
4,244
-15
| -0.4% | -$3.7K | 0.31% | 81 |
|
|
2022
Q4 | $973K | Sell |
4,259
-50
| -1% | -$11.4K | 0.3% | 84 |
|
|
2022
Q3 | $868K | Buy |
4,309
+20
| +0.5% | +$4.03K | 0.28% | 81 |
|
|
2022
Q2 | $845K | Buy |
4,289
+909
| +27% | +$179K | 0.26% | 84 |
|
|
2022
Q1 | $695K | Sell |
3,380
-84
| -2% | -$17.3K | 0.16% | 106 |
|
|
2021
Q4 | $746K | Buy |
3,464
+1,714
| +98% | +$369K | 0.18% | 108 |
|
|
2021
Q3 | $366K | Hold |
1,750
| – | – | 0.09% | 162 |
|
|
2021
Q2 | $391K | Sell |
1,750
-125
| -7% | -$27.9K | 0.09% | 153 |
|
|
2021
Q1 | $433K | Buy |
1,875
+250
| +15% | +$57.7K | 0.12% | 123 |
|
|
2020
Q4 | $278K | Buy |
1,625
+60
| +4% | +$10.3K | 0.09% | 151 |
|
|
2020
Q3 | $230K | Buy |
1,565
+100
| +7% | +$14.7K | 0.09% | 153 |
|
|
2020
Q2 | $203K | Sell |
1,465
-556
| -28% | -$77K | 0.09% | 149 |
|
|
2020
Q1 | $220K | Sell |
2,021
-67
| -3% | -$7.29K | 0.12% | 121 |
|
|
2019
Q4 | $354K | Buy |
+2,088
| New | +$354K | 0.16% | 113 |
|