Kestra Private Wealth Services’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
$1.05M Sell
3,375
-151
-4% -$47K 0.02% 730
2025
Q1
$1.19M Buy
3,526
+177
+5% +$59.7K 0.02% 616
2024
Q4
$1.14M Buy
3,349
+336
+11% +$114K 0.02% 601
2024
Q3
$873K Buy
3,013
+98
+3% +$28.4K 0.02% 662
2024
Q2
$762K Buy
2,915
+310
+12% +$81K 0.02% 668
2024
Q1
$772K Buy
2,605
+92
+4% +$27.3K 0.02% 633
2023
Q4
$726K Buy
2,513
+48
+2% +$13.9K 0.02% 611
2023
Q3
$629K Buy
2,465
+1,760
+250% +$449K 0.02% 596
2023
Q2
$203K Buy
+705
New +$203K 0.01% 963
2022
Q1
Sell
-1,215
Closed -$262K 1059
2021
Q4
$262K Buy
1,215
+122
+11% +$26.3K 0.01% 822
2021
Q3
$228K Buy
1,093
+147
+16% +$30.7K 0.01% 807
2021
Q2
$211K Buy
946
+22
+2% +$4.91K 0.01% 795
2021
Q1
$213K Buy
+924
New +$213K 0.01% 718