Legacy Capital Wealth Partners’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 | $494K | Sell |
1,588
-37
| -2% | -$11.5K | 0.11% | 200 |
|
2025
Q1 | $548K | Buy |
1,625
+101
| +7% | +$34K | 0.13% | 166 |
|
2024
Q4 | $517K | Buy |
1,524
+56
| +4% | +$19K | 0.13% | 172 |
|
2024
Q3 | $425K | Buy |
1,468
+9
| +0.6% | +$2.61K | 0.09% | 224 |
|
2024
Q2 | $381K | Buy |
+1,459
| New | +$381K | 0.1% | 205 |
|
2024
Q1 | – | Sell |
-1,090
| Closed | -$315K | – | 306 |
|
2023
Q4 | $315K | Buy |
1,090
+110
| +11% | +$31.8K | 0.09% | 205 |
|
2023
Q3 | $250K | Buy |
+980
| New | +$250K | 0.07% | 233 |
|
2023
Q2 | – | Sell |
-898
| Closed | -$222K | – | 202 |
|
2023
Q1 | $222K | Buy |
+898
| New | +$222K | 0.06% | 228 |
|