Perigon Wealth Management’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 | $315K | Buy |
1,013
+80
| +9% | +$24.9K | 0.01% | 829 |
|
|
2025
Q1 | $315K | Buy |
933
+65
| +7% | +$21.9K | 0.01% | 796 |
|
|
2024
Q4 | $300K | Buy |
868
+75
| +9% | +$25.9K | 0.01% | 814 |
|
|
2024
Q3 | $230K | Sell |
793
-9
| -1% | -$2.61K | 0.01% | 881 |
|
|
2024
Q2 | $210K | Sell |
802
-6
| -0.7% | -$1.57K | 0.01% | 799 |
|
|
2024
Q1 | $239K | Buy |
+808
| New | +$239K | 0.01% | 742 |
|
|
2021
Q1 | – | Sell |
-131
| Closed | -$22K | – | 933 |
|
|
2020
Q4 | $22K | Buy |
+131
| New | +$22K | ﹤0.01% | 1004 |
|
|
2018
Q2 | – | Sell |
-970
| Closed | -$143K | – | 536 |
|
|
2018
Q1 | $143K | Hold |
970
| – | – | 0.05% | 195 |
|
|
2017
Q4 | $169K | Hold |
970
| – | – | 0.06% | 154 |
|
|
2017
Q3 | $145K | Buy |
+970
| New | +$145K | 0.05% | 220 |
|