KWM
Kolinsky Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $663K | Buy |
1,954
+87
| +5% | +$29.5K | 0.4% | 48 |
|
|
2024
Q3 | $541K | Buy |
1,867
+9
| +0.5% | +$2.61K | 0.35% | 60 |
|
|
2024
Q2 | $486K | Buy |
1,858
+43
| +2% | +$11.2K | 0.35% | 61 |
|
|
2024
Q1 | $538K | Buy |
1,815
+27
| +2% | +$8K | 0.41% | 54 |
|
|
2023
Q4 | $516K | Buy |
1,788
+105
| +6% | +$30.3K | 0.45% | 47 |
|
|
2023
Q3 | $429K | Buy |
1,683
+15
| +0.9% | +$3.83K | 0.43% | 55 |
|
|
2023
Q2 | $479K | Buy |
1,668
+82
| +5% | +$23.5K | 0.45% | 50 |
|
|
2023
Q1 | $392K | Buy |
1,586
+44
| +3% | +$10.9K | 0.42% | 56 |
|
|
2022
Q4 | $352K | Buy |
1,542
+32
| +2% | +$7.31K | 0.4% | 60 |
|
|
2022
Q3 | $304K | Buy |
1,510
+10
| +0.7% | +$2.01K | 0.38% | 61 |
|
|
2022
Q2 | $296K | Buy |
1,500
+45
| +3% | +$8.88K | 0.35% | 71 |
|
|
2022
Q1 | $299K | Buy |
1,455
+196
| +16% | +$40.3K | 0.29% | 83 |
|
|
2021
Q4 | $271K | Buy |
+1,259
| New | +$271K | 0.25% | 108 |
|