OneDigital 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 | $229K | Sell |
736
-131
| -15% | -$40.8K | ﹤0.01% | 1315 |
|
2025
Q1 | $292K | Buy |
867
+181
| +26% | +$61K | ﹤0.01% | 1124 |
|
2024
Q4 | $233K | Buy |
+686
| New | +$233K | ﹤0.01% | 1258 |
|
2019
Q3 | – | Sell |
-114
| Closed | -$19K | – | 1016 |
|
2019
Q2 | $19K | Hold |
114
| – | – | ﹤0.01% | 818 |
|
2019
Q1 | $18K | Buy |
+114
| New | +$18K | ﹤0.01% | 762 |
|
2018
Q4 | – | Sell |
-113
| Closed | -$21K | – | 1268 |
|
2018
Q3 | $21K | Buy |
113
+18
| +19% | +$3.35K | ﹤0.01% | 653 |
|
2018
Q2 | $15K | Buy |
+95
| New | +$15K | ﹤0.01% | 921 |
|