Legacy Financial Advisors’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Sell |
4,679
-19
| -0.4% | -$7.04K | 0.24% | 74 |
|
|
2025
Q4 | $1.62M | Sell |
4,698
-162
| -3% | -$55.4K | 0.22% | 74 |
|
|
2025
Q3 | $1.68M | Sell |
4,860
-5
| -0.1% | -$1.64K | 0.23% | 68 |
|
|
2025
Q2 | $1.51M | Sell |
4,865
-993
| -17% | -$316K | 0.24% | 71 |
|
|
2025
Q1 | $1.97M | Sell |
5,858
-37
| -0.6% | -$12.6K | 0.33% | 50 |
|
|
2024
Q4 | $2M | Sell |
5,895
-676
| -10% | -$228K | 0.33% | 49 |
|
|
2024
Q3 | $1.9M | Buy |
6,571
+25
| +0.4% | +$6.89K | 0.32% | 51 |
|
|
2024
Q2 | $1.71M | Sell |
6,546
-109
| -2% | -$29.9K | 0.3% | 53 |
|
|
2024
Q1 | $1.97M | Buy |
6,655
+92
| +1% | +$26.1K | 0.35% | 47 |
|
|
2023
Q4 | $1.9M | Sell |
6,563
-59
| -0.9% | -$15.9K | 0.36% | 44 |
|
|
2023
Q3 | $1.69M | Buy |
6,622
+388
| +6% | +$105K | 0.34% | 42 |
|
|
2023
Q2 | $1.8M | Buy |
6,234
+3
| +0% | +$777 | 0.34% | 37 |
|
|
2023
Q1 | $1.54M | Buy |
6,231
+356
| +6% | +$86.9K | 0.31% | 37 |
|
|
2022
Q4 | $1.34M | Sell |
5,875
-5
| -0.1% | -$1.13K | 0.29% | 36 |
|
|
2022
Q3 | $1.18M | Buy |
5,880
+56
| +1% | +$12.1K | 0.28% | 44 |
|
|
2022
Q2 | $1.15M | Buy |
5,824
+100
| +2% | +$21.3K | 0.29% | 37 |
|
|
2022
Q1 | $1.18M | Sell |
5,724
-76
| -1% | -$16K | 0.26% | 39 |
|
|
2021
Q4 | $1.25M | Buy |
5,800
+73
| +1% | +$15.6K | 0.29% | 34 |
|
|
2021
Q3 | $1.2M | Buy |
5,727
+173
| +3% | +$38.4K | 0.29% | 30 |
|
|
2021
Q2 | $1.24M | Buy |
5,554
+705
| +15% | +$169K | 0.31% | 26 |
|
|
2021
Q1 | $1.12M | Buy |
4,849
+46
| +1% | +$9.06K | 0.31% | 29 |
|
|
2020
Q4 | $822K | Buy |
4,803
+93
| +2% | +$15.5K | 0.23% | 39 |
|
|
2020
Q3 | $693K | Buy |
+4,710
| New | +$684K | 0.21% | 46 |
|
|
2020
Q1 | – | Sell |
-4,096
| Closed | -$694K | – | 111 |
|
|
2019
Q4 | $694K | Buy |
4,096
+87
| +2% | +$14.2K | 0.22% | 48 |
|
|
2019
Q3 | $628K | Sell |
4,009
-51
| -1% | -$7.83K | 0.21% | 53 |
|
|
2019
Q2 | $672K | Hold |
4,060
| – | – | 0.24% | 44 |
|
|
2019
Q1 | $635K | Buy |
4,060
+324
| +9% | +$51.5K | 0.22% | 45 |
|
|
2018
Q4 | $543K | Sell |
3,736
-19
| -0.5% | -$3K | 0.21% | 48 |
|
|
2018
Q3 | $689K | Buy |
3,755
+19
| +0.5% | +$3.31K | 0.25% | 40 |
|
|
2018
Q2 | $617K | Buy |
3,736
+2
| +0.1% | +$303 | 0.23% | 37 |
|
|
2018
Q1 | $548K | Sell |
3,734
-1,375
| -27% | -$226K | 0.22% | 44 |
|
|
2017
Q4 | $890K | Buy |
+5,109
| New | +$826K | 0.37% | 24 |
|
Other funds holding SNA
VCM
VPM
