Mount Yale Investment Advisors’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 | $640K | Buy |
2,055
+58
| +3% | +$18.1K | 0.05% | 291 |
|
|
2025
Q1 | $673K | Buy |
1,997
+71
| +4% | +$23.9K | 0.06% | 266 |
|
|
2024
Q4 | $654K | Sell |
1,926
-3
| -0.2% | -$1.02K | 0.05% | 294 |
|
|
2024
Q3 | $559K | Buy |
1,929
+9
| +0.5% | +$2.61K | 0.05% | 323 |
|
|
2024
Q2 | $502K | Buy |
1,920
+39
| +2% | +$10.2K | 0.04% | 343 |
|
|
2024
Q1 | $557K | Buy |
+1,881
| New | +$557K | 0.04% | 332 |
|
|
2022
Q3 | – | Sell |
-1,960
| Closed | -$386K | – | 474 |
|
|
2022
Q2 | $386K | Buy |
1,960
+49
| +3% | +$9.65K | 0.05% | 313 |
|
|
2022
Q1 | $393K | Sell |
1,911
-471
| -20% | -$96.9K | 0.04% | 327 |
|
|
2021
Q4 | $513K | Buy |
2,382
+150
| +7% | +$32.3K | 0.05% | 285 |
|
|
2021
Q3 | $466K | Buy |
+2,232
| New | +$466K | 0.05% | 298 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$6K | – | 700 |
|
|
2018
Q3 | $6K | Sell |
40
-5,465
| -99% | -$820K | ﹤0.01% | 875 |
|
|
2018
Q2 | $885K | Buy |
5,505
+686
| +14% | +$110K | 0.17% | 121 |
|
|
2018
Q1 | $711K | Buy |
+4,819
| New | +$711K | 0.15% | 128 |
|