Jackson Grant Investment Advisers’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 | $62.2K | Hold |
200
| – | – | 0.02% | 168 |
|
2025
Q1 | $67.4K | Hold |
200
| – | – | 0.03% | 158 |
|
2024
Q4 | $67.9K | Hold |
200
| – | – | 0.03% | 159 |
|
2024
Q3 | $57.9K | Hold |
200
| – | – | 0.02% | 172 |
|
2024
Q2 | $52.3K | Hold |
200
| – | – | 0.02% | 176 |
|
2024
Q1 | $59.2K | Hold |
200
| – | – | 0.02% | 166 |
|
2023
Q4 | $57.8K | Hold |
200
| – | – | 0.03% | 162 |
|
2023
Q3 | $51K | Hold |
200
| – | – | 0.02% | 163 |
|
2023
Q2 | $57.6K | Sell |
200
-104
| -34% | -$30K | 0.03% | 160 |
|
2023
Q1 | $75.1K | Hold |
304
| – | – | 0.04% | 157 |
|
2022
Q4 | $69.5K | Hold |
304
| – | – | 0.03% | 157 |
|
2022
Q3 | $61K | Hold |
304
| – | – | 0.03% | 161 |
|
2022
Q2 | $60K | Hold |
304
| – | – | 0.03% | 168 |
|
2022
Q1 | $62K | Buy |
+304
| New | +$62K | 0.03% | 179 |
|
2021
Q4 | – | Sell |
-304
| Closed | -$64K | – | 295 |
|
2021
Q3 | $64K | Hold |
304
| – | – | 0.03% | 181 |
|
2021
Q2 | $68K | Hold |
304
| – | – | 0.03% | 175 |
|
2021
Q1 | $70K | Buy |
304
+200
| +192% | +$46.1K | 0.03% | 173 |
|
2020
Q4 | $18K | Buy |
+104
| New | +$18K | 0.01% | 270 |
|