Phillips Wealth Planners’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 | $292K | Sell |
920
-56
| -6% | -$17.8K | 0.26% | 134 |
|
|
2025
Q1 | $328K | Sell |
976
-11
| -1% | -$3.7K | 0.35% | 100 |
|
|
2024
Q4 | $328K | Sell |
987
-9
| -0.9% | -$2.99K | 0.33% | 105 |
|
|
2024
Q3 | $297K | Sell |
996
-4
| -0.4% | -$1.19K | 0.28% | 128 |
|
|
2024
Q2 | $261K | Sell |
1,000
-12
| -1% | -$3.14K | 0.28% | 138 |
|
|
2024
Q1 | $286K | Buy |
1,012
+37
| +4% | +$10.5K | 0.33% | 118 |
|
|
2023
Q4 | $278K | Sell |
975
-3
| -0.3% | -$855 | 0.33% | 110 |
|
|
2023
Q3 | $247K | Sell |
978
-8
| -0.8% | -$2.02K | 0.33% | 118 |
|
|
2023
Q2 | $284K | Buy |
986
+51
| +5% | +$14.7K | 0.37% | 97 |
|
|
2023
Q1 | $245K | Buy |
935
+39
| +4% | +$10.2K | 0.32% | 119 |
|
|
2022
Q4 | $229K | Buy |
+896
| New | +$229K | 0.4% | 91 |
|