JWM
Janiczek Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $126K | Sell |
482
-85
| -15% | -$22.2K | 0.03% | 247 |
|
|
2024
Q1 | $168K | Buy |
567
+122
| +27% | +$36.1K | 0.04% | 206 |
|
|
2023
Q4 | $129K | Buy |
445
+9
| +2% | +$2.6K | 0.03% | 235 |
|
|
2023
Q3 | $111K | Sell |
436
-12
| -3% | -$3.06K | 0.03% | 230 |
|
|
2023
Q2 | $129K | Buy |
448
+27
| +6% | +$7.78K | 0.04% | 178 |
|
|
2023
Q1 | $101K | Sell |
421
-15
| -3% | -$3.6K | 0.03% | 210 |
|
|
2022
Q4 | $108K | Sell |
436
-157
| -26% | -$39K | 0.03% | 207 |
|
|
2022
Q3 | $124K | Buy |
593
+321
| +118% | +$67.1K | 0.04% | 163 |
|
|
2022
Q2 | $61K | Buy |
272
+15
| +6% | +$3.36K | 0.02% | 277 |
|
|
2022
Q1 | $53K | Buy |
257
+39
| +18% | +$8.04K | 0.01% | 292 |
|
|
2021
Q4 | $47K | Buy |
218
+30
| +16% | +$6.47K | 0.01% | 316 |
|
|
2021
Q3 | $39K | Buy |
188
+36
| +24% | +$7.47K | 0.01% | 334 |
|
|
2021
Q2 | $34K | Buy |
152
+25
| +20% | +$5.59K | 0.01% | 328 |
|
|
2021
Q1 | $29K | Buy |
127
+36
| +40% | +$8.22K | 0.01% | 334 |
|
|
2020
Q4 | $16K | Buy |
91
+26
| +40% | +$4.57K | 0.01% | 382 |
|
|
2020
Q3 | $10K | Buy |
+65
| New | +$10K | 0.01% | 245 |
|