J.W. Cole Advisors’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 | $957K | Buy |
3,075
+2,442
| +386% | +$760K | 0.02% | 684 |
|
2025
Q1 | $213K | Sell |
633
-1,739
| -73% | -$586K | 0.01% | 1116 |
|
2024
Q4 | $805K | Buy |
2,372
+130
| +6% | +$44.1K | 0.03% | 482 |
|
2024
Q3 | $650K | Sell |
2,242
-38
| -2% | -$11K | 0.03% | 515 |
|
2024
Q2 | $596K | Buy |
2,280
+230
| +11% | +$60.1K | 0.03% | 483 |
|
2024
Q1 | $604K | Buy |
2,050
+55
| +3% | +$16.2K | 0.03% | 476 |
|
2023
Q4 | $576K | Buy |
+1,995
| New | +$576K | 0.03% | 442 |
|