Shakespeare 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 | – | Sell |
-775
| Closed | -$261K | – | 98 |
|
|
2025
Q1 | $261K | Hold |
775
| – | – | 0.07% | 90 |
|
|
2024
Q4 | $263K | Hold |
775
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $225K | Buy |
775
+4
| +0.5% | +$1.16K | 0.06% | 92 |
|
|
2024
Q2 | $202K | Hold |
771
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $228K | Hold |
771
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $223K | Buy |
+771
| New | +$223K | 0.07% | 77 |
|