SWMG
Signature Wealth Management Group’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,266
+31
| +0.7% | +$9.65K | 0.52% | 66 |
|
|
2025
Q1 | $1.43M | Sell |
4,235
-72
| -2% | -$24.3K | 0.56% | 67 |
|
|
2024
Q4 | $1.46M | Buy |
4,307
+39
| +0.9% | +$13.2K | 0.59% | 67 |
|
|
2024
Q3 | $1.24M | Buy |
4,268
+181
| +4% | +$52.4K | 0.5% | 67 |
|
|
2024
Q2 | $1.07M | Buy |
4,087
+56
| +1% | +$14.6K | 0.47% | 71 |
|
|
2024
Q1 | $1.08M | Sell |
4,031
-176
| -4% | -$47.3K | 0.49% | 70 |
|
|
2023
Q4 | $1.22M | Buy |
+4,207
| New | +$1.22M | 0.56% | 65 |
|
|
2023
Q2 | $2.37M | Sell |
8,217
-883
| -10% | -$254K | 1.1% | 38 |
|
|
2023
Q1 | $2.25M | Sell |
9,100
-450
| -5% | -$111K | 1.07% | 40 |
|
|
2022
Q4 | $2.18M | Buy |
9,550
+113
| +1% | +$25.8K | 1.07% | 37 |
|
|
2022
Q3 | $1.9M | Sell |
9,437
-4,835
| -34% | -$973K | 0.97% | 44 |
|
|
2022
Q2 | $2.81M | Buy |
14,272
+347
| +2% | +$68.4K | 1.37% | 39 |
|
|
2022
Q1 | $2.86M | Buy |
13,925
+2,017
| +17% | +$414K | 1.29% | 40 |
|
|
2021
Q4 | $2.57M | Buy |
11,908
+63
| +0.5% | +$13.6K | 1.29% | 42 |
|
|
2021
Q3 | $2.48M | Buy |
11,845
+560
| +5% | +$117K | 1.38% | 39 |
|
|
2021
Q2 | $2.52M | Sell |
11,285
-1,281
| -10% | -$286K | 1.4% | 39 |
|
|
2021
Q1 | $2.9M | Sell |
12,566
-240
| -2% | -$55.4K | 1.71% | 34 |
|
|
2020
Q4 | $2.19M | Sell |
12,806
-293
| -2% | -$50.2K | 1.38% | 39 |
|
|
2020
Q3 | $1.93M | Buy |
+13,099
| New | +$1.93M | 1.39% | 36 |
|