IWA
Inspirion Wealth Advisors’s Snap-on SNA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $772K | Hold |
2,481
| – | – | 0.1% | 72 |
|
2025
Q1 | $836K | Hold |
2,481
| – | – | 0.12% | 67 |
|
2024
Q4 | $833K | Hold |
2,481
| – | – | 0.12% | 68 |
|
2024
Q3 | $719K | Hold |
2,481
| – | – | 0.1% | 76 |
|
2024
Q2 | $649K | Hold |
2,481
| – | – | 0.1% | 76 |
|
2024
Q1 | $735K | Hold |
2,481
| – | – | 0.12% | 71 |
|
2023
Q4 | $716K | Hold |
2,481
| – | – | 0.13% | 70 |
|
2023
Q3 | $633K | Hold |
2,481
| – | – | 0.12% | 73 |
|
2023
Q2 | $715K | Hold |
2,481
| – | – | 0.14% | 70 |
|
2023
Q1 | $613K | Hold |
2,481
| – | – | 0.12% | 75 |
|
2022
Q4 | $567K | Hold |
2,481
| – | – | 0.12% | 72 |
|
2022
Q3 | $500K | Hold |
2,481
| – | – | 0.11% | 77 |
|
2022
Q2 | $489K | Hold |
2,481
| – | – | 0.11% | 77 |
|
2022
Q1 | $510K | Hold |
2,481
| – | – | 0.1% | 65 |
|
2021
Q4 | $534K | Hold |
2,481
| – | – | 0.11% | 60 |
|
2021
Q3 | $518K | Hold |
2,481
| – | – | 0.12% | 56 |
|
2021
Q2 | $554K | Hold |
2,481
| – | – | 0.14% | 53 |
|
2021
Q1 | $572K | Hold |
2,481
| – | – | 0.15% | 52 |
|
2020
Q4 | $425K | Hold |
2,481
| – | – | 0.12% | 54 |
|
2020
Q3 | $365K | Hold |
2,481
| – | – | 0.13% | 52 |
|
2020
Q2 | $344K | Hold |
2,481
| – | – | 0.14% | 55 |
|
2020
Q1 | $270K | Hold |
2,481
| – | – | 0.13% | 55 |
|
2019
Q4 | $420K | Hold |
2,481
| – | – | 0.14% | 48 |
|
2019
Q3 | $388K | Hold |
2,481
| – | – | 0.17% | 45 |
|
2019
Q2 | $411K | Hold |
2,481
| – | – | 0.18% | 47 |
|
2019
Q1 | $388K | Hold |
2,481
| – | – | 0.17% | 50 |
|
2018
Q4 | $360K | Hold |
2,481
| – | – | 0.18% | 45 |
|
2018
Q3 | $456K | Hold |
2,481
| – | – | 0.19% | 43 |
|
2018
Q2 | $399K | Hold |
2,481
| – | – | 0.19% | 44 |
|
2018
Q1 | $366K | Hold |
2,481
| – | – | 0.18% | 48 |
|
2017
Q4 | $432K | Hold |
2,481
| – | – | 0.21% | 40 |
|
2017
Q3 | $370K | Hold |
2,481
| – | – | 0.19% | 43 |
|
2017
Q2 | $392K | Hold |
2,481
| – | – | 0.21% | 42 |
|
2017
Q1 | $418K | Hold |
2,481
| – | – | 0.24% | 43 |
|
2016
Q4 | $425K | Hold |
2,481
| – | – | 0.27% | 38 |
|
2016
Q3 | $377K | Hold |
2,481
| – | – | 0.24% | 43 |
|
2016
Q2 | $392K | Sell |
2,481
-50
| -2% | -$7.9K | 0.26% | 43 |
|
2016
Q1 | $397K | Hold |
2,531
| – | – | 0.28% | 40 |
|
2015
Q4 | $434K | Hold |
2,531
| – | – | 0.32% | 35 |
|
2015
Q3 | $382K | Buy |
2,531
+50
| +2% | +$7.55K | 0.3% | 37 |
|
2015
Q2 | $395K | Hold |
2,481
| – | – | 0.29% | 35 |
|
2015
Q1 | $365K | Buy |
+2,481
| New | +$365K | 0.29% | 38 |
|