Laurel Wealth Advisors (North Carolina)’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 | $530K | Buy |
164,926
+164,166
| +21,601% | +$528K | 0.01% | 327 |
|
2025
Q1 | $256K | Hold |
760
| – | – | 0.04% | 161 |
|
2024
Q4 | $258K | Sell |
760
-32
| -4% | -$10.9K | 0.04% | 157 |
|
2024
Q3 | $229K | Hold |
792
| – | – | 0.04% | 165 |
|
2024
Q2 | $207K | Sell |
792
-95
| -11% | -$24.8K | 0.04% | 170 |
|
2024
Q1 | $263K | Hold |
887
| – | – | 0.04% | 157 |
|
2023
Q4 | $256K | Sell |
887
-163
| -16% | -$47.1K | 0.05% | 154 |
|
2023
Q3 | $268K | Sell |
1,050
-35
| -3% | -$8.93K | 0.06% | 146 |
|
2023
Q2 | $313K | Sell |
1,085
-35
| -3% | -$10.1K | 0.06% | 138 |
|
2023
Q1 | $277K | Sell |
1,120
-88
| -7% | -$21.7K | 0.06% | 144 |
|
2022
Q4 | $276K | Sell |
1,208
-100
| -8% | -$22.8K | 0.06% | 138 |
|
2022
Q3 | $263K | Hold |
1,308
| – | – | 0.07% | 136 |
|
2022
Q2 | $258K | Hold |
1,308
| – | – | 0.06% | 139 |
|
2022
Q1 | $269K | Hold |
1,308
| – | – | 0.06% | 150 |
|
2021
Q4 | $282K | Sell |
1,308
-20
| -2% | -$4.31K | 0.06% | 144 |
|
2021
Q3 | $277K | Sell |
1,328
-35
| -3% | -$7.3K | 0.06% | 141 |
|
2021
Q2 | $305K | Sell |
1,363
-20
| -1% | -$4.48K | 0.07% | 145 |
|
2021
Q1 | $319K | Buy |
1,383
+265
| +24% | +$61.1K | 0.08% | 138 |
|
2020
Q4 | $191K | Buy |
1,118
+80
| +8% | +$13.7K | 0.05% | 154 |
|
2020
Q3 | $153K | Buy |
1,038
+138
| +15% | +$20.3K | 0.05% | 154 |
|
2020
Q2 | $125K | Sell |
900
-363
| -29% | -$50.4K | 0.04% | 161 |
|
2020
Q1 | $137K | Sell |
1,263
-1,541
| -55% | -$167K | 0.05% | 144 |
|
2019
Q4 | $475K | Sell |
2,804
-1,186
| -30% | -$201K | 0.15% | 109 |
|
2019
Q3 | $625K | Sell |
3,990
-494
| -11% | -$77.4K | 0.21% | 92 |
|
2019
Q2 | $743K | Sell |
4,484
-784
| -15% | -$130K | 0.26% | 78 |
|
2019
Q1 | $825K | Sell |
5,268
-83
| -2% | -$13K | 0.3% | 73 |
|
2018
Q4 | $777K | Buy |
+5,351
| New | +$777K | 0.31% | 73 |
|