Roberts Capital 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 | $1.15M | Hold |
3,682
| – | – | 0.85% | 26 |
|
|
2025
Q1 | $1.24M | Hold |
3,682
| – | – | 1.09% | 20 |
|
|
2024
Q4 | $1.25M | Hold |
3,682
| – | – | 1.05% | 20 |
|
|
2024
Q3 | $1.07M | Hold |
3,682
| – | – | 0.91% | 25 |
|
|
2024
Q2 | $1.09M | Hold |
3,682
| – | – | 1.05% | 21 |
|
|
2024
Q1 | $1.09M | Buy |
+3,682
| New | +$1.09M | 1.05% | 21 |
|
|
2022
Q3 | $795K | Hold |
3,947
| – | – | 1.15% | 20 |
|
|
2022
Q2 | $778K | Hold |
3,947
| – | – | 1.07% | 21 |
|
|
2022
Q1 | $811K | Hold |
3,947
| – | – | 0.84% | 37 |
|
|
2021
Q4 | $850K | Buy |
+3,947
| New | +$850K | 0.79% | 45 |
|