MWM
Mascoma Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $16.9K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2024
Q4 | $17K | Hold |
50
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $14.5K | Hold |
50
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $13.1K | Hold |
50
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $14.8K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $14.4K | Sell |
50
-26
| -34% | -$7.51K | ﹤0.01% | 293 |
|
|
2023
Q3 | $19.4K | Buy |
76
+26
| +52% | +$6.63K | 0.01% | 276 |
|
|
2023
Q2 | $13.6K | Hold |
50
| – | – | ﹤0.01% | 297 |
|
|
2023
Q1 | $13K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $11.4K | Hold |
50
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $10K | Sell |
50
-24
| -32% | -$4.8K | ﹤0.01% | 407 |
|
|
2022
Q2 | $15K | Buy |
74
+14
| +23% | +$2.84K | 0.01% | 376 |
|
|
2022
Q1 | $12K | Buy |
60
+10
| +20% | +$2K | ﹤0.01% | 419 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 346 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$12K | – | 373 |
|
|
2021
Q1 | $12K | Buy |
+50
| New | +$12K | 0.01% | 337 |
|
|
2017
Q1 | – | Sell |
-154
| Closed | -$26K | – | 376 |
|
|
2016
Q4 | $26K | Buy |
+154
| New | +$26K | 0.02% | 191 |
|