JGP Wealth Management’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 | $970K | Buy |
3,117
+50
| +2% | +$15.6K | 0.12% | 98 |
|
2025
Q1 | $1.03M | Sell |
3,067
-180
| -6% | -$60.7K | 0.14% | 91 |
|
2024
Q4 | $1.1M | Buy |
3,247
+41
| +1% | +$13.9K | 0.14% | 87 |
|
2024
Q3 | $929K | Buy |
3,206
+127
| +4% | +$36.8K | 0.12% | 95 |
|
2024
Q2 | $805K | Buy |
3,079
+158
| +5% | +$41.3K | 0.11% | 95 |
|
2024
Q1 | $865K | Sell |
2,921
-58
| -2% | -$17.2K | 0.13% | 93 |
|
2023
Q4 | $860K | Buy |
2,979
+6
| +0.2% | +$1.73K | 0.13% | 95 |
|
2023
Q3 | $758K | Buy |
2,973
+9
| +0.3% | +$2.3K | 0.13% | 96 |
|
2023
Q2 | $854K | Sell |
2,964
-24
| -0.8% | -$6.92K | 0.14% | 88 |
|
2023
Q1 | $738K | Buy |
2,988
+34
| +1% | +$8.39K | 0.13% | 90 |
|
2022
Q4 | $675K | Buy |
+2,954
| New | +$675K | 0.12% | 94 |
|