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