LWAM
Legacy Wealth Asset Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
979
-9
| -0.9% | -$2.8K | 0.08% | 314 |
|
|
2025
Q1 | $333K | Sell |
988
-11
| -1% | -$3.71K | 0.09% | 287 |
|
|
2024
Q4 | $339K | Sell |
999
-236
| -19% | -$80.1K | 0.09% | 288 |
|
|
2024
Q3 | $358K | Sell |
1,235
-62
| -5% | -$18K | 0.1% | 285 |
|
|
2024
Q2 | $339K | Buy |
1,297
+52
| +4% | +$13.6K | 0.1% | 285 |
|
|
2024
Q1 | $369K | Hold |
1,245
| – | – | 0.1% | 270 |
|
|
2023
Q4 | $360K | Buy |
1,245
+16
| +1% | +$4.62K | 0.12% | 266 |
|
|
2023
Q3 | $313K | Sell |
1,229
-2
| -0.2% | -$510 | 0.12% | 270 |
|
|
2023
Q2 | $355K | Sell |
1,231
-623
| -34% | -$180K | 0.12% | 270 |
|
|
2023
Q1 | $458K | Sell |
1,854
-15
| -0.8% | -$3.7K | 0.17% | 213 |
|
|
2022
Q4 | $427K | Sell |
1,869
-57
| -3% | -$13K | 0.16% | 224 |
|
|
2022
Q3 | $388K | Sell |
1,926
-177
| -8% | -$35.7K | 0.17% | 216 |
|
|
2022
Q2 | $414K | Sell |
2,103
-47
| -2% | -$9.25K | 0.17% | 195 |
|
|
2022
Q1 | $442K | Buy |
2,150
+58
| +3% | +$11.9K | 0.16% | 203 |
|
|
2021
Q4 | $451K | Sell |
2,092
-5
| -0.2% | -$1.08K | 0.15% | 215 |
|
|
2021
Q3 | $438K | Sell |
2,097
-5
| -0.2% | -$1.04K | 0.2% | 188 |
|
|
2021
Q2 | $470K | Sell |
2,102
-210
| -9% | -$47K | 0.21% | 180 |
|
|
2021
Q1 | $533K | Sell |
2,312
-4
| -0.2% | -$922 | 0.25% | 165 |
|
|
2020
Q4 | $396K | Buy |
+2,316
| New | +$396K | 0.2% | 192 |
|