PWA
Phoenix Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,359
+14
| +1% | +$4.36K | 0.18% | 88 |
|
|
2025
Q1 | $453K | Sell |
1,345
-27
| -2% | -$9.1K | 0.2% | 81 |
|
|
2024
Q4 | $466K | Sell |
1,372
-2
| -0.1% | -$679 | 0.2% | 79 |
|
|
2024
Q3 | $398K | Buy |
1,374
+33
| +2% | +$9.56K | 0.18% | 85 |
|
|
2024
Q2 | $351K | Buy |
1,341
+17
| +1% | +$4.44K | 0.18% | 92 |
|
|
2024
Q1 | $392K | Buy |
1,324
+11
| +0.8% | +$3.26K | 0.24% | 77 |
|
|
2023
Q4 | $379K | Buy |
1,313
+4
| +0.3% | +$1.16K | 0.26% | 73 |
|
|
2023
Q3 | $334K | Buy |
1,309
+39
| +3% | +$9.95K | 0.2% | 74 |
|
|
2023
Q2 | $366K | Sell |
1,270
-4
| -0.3% | -$1.15K | 0.21% | 66 |
|
|
2023
Q1 | $315K | Buy |
1,274
+7
| +0.6% | +$1.73K | 0.19% | 72 |
|
|
2022
Q4 | $289K | Buy |
1,267
+49
| +4% | +$11.2K | 0.17% | 83 |
|
|
2022
Q3 | $245K | Sell |
1,218
-4
| -0.3% | -$805 | 0.25% | 91 |
|
|
2022
Q2 | $241K | Buy |
1,222
+66
| +6% | +$13K | 0.24% | 97 |
|
|
2022
Q1 | $240K | Buy |
1,156
+86
| +8% | +$17.9K | 0.25% | 83 |
|
|
2021
Q4 | $230K | Sell |
1,070
-277
| -21% | -$59.5K | 0.17% | 109 |
|
|
2021
Q3 | $281K | Buy |
1,347
+11
| +0.8% | +$2.3K | 0.21% | 93 |
|
|
2021
Q2 | $297K | Buy |
1,336
+147
| +12% | +$32.7K | 0.21% | 95 |
|
|
2021
Q1 | $276K | Buy |
1,189
+232
| +24% | +$53.9K | 0.21% | 90 |
|
|
2020
Q4 | $164K | Buy |
+957
| New | +$164K | 0.12% | 121 |
|