TrinityPoint Wealth’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.41M | Buy |
4,164
+33
| +0.8% | +$11.2K | 0.2% | 118 |
|
|
2024
Q3 | $1.2M | Buy |
4,131
+145
| +4% | +$42K | 0.17% | 141 |
|
|
2024
Q2 | $1.04M | Buy |
3,986
+136
| +4% | +$35.6K | 0.16% | 141 |
|
|
2024
Q1 | $1.14M | Buy |
3,850
+116
| +3% | +$34.4K | 0.19% | 123 |
|
|
2023
Q4 | $1.08M | Buy |
3,734
+276
| +8% | +$79.7K | 0.2% | 122 |
|
|
2023
Q3 | $882K | Buy |
3,458
+36
| +1% | +$9.18K | 0.18% | 126 |
|
|
2023
Q2 | $986K | Buy |
3,422
+633
| +23% | +$182K | 0.19% | 118 |
|
|
2023
Q1 | $689K | Buy |
2,789
+96
| +4% | +$23.7K | 0.15% | 140 |
|
|
2022
Q4 | $615K | Buy |
2,693
+273
| +11% | +$62.4K | 0.14% | 147 |
|
|
2022
Q3 | $487K | Buy |
2,420
+88
| +4% | +$17.7K | 0.11% | 160 |
|
|
2022
Q2 | $460K | Buy |
2,332
+29
| +1% | +$5.72K | 0.1% | 166 |
|
|
2022
Q1 | $473K | Buy |
2,303
+44
| +2% | +$9.04K | 0.09% | 191 |
|
|
2021
Q4 | $487K | Buy |
2,259
+29
| +1% | +$6.25K | 0.09% | 189 |
|
|
2021
Q3 | $466K | Buy |
2,230
+39
| +2% | +$8.15K | 0.09% | 191 |
|
|
2021
Q2 | $490K | Buy |
2,191
+164
| +8% | +$36.7K | 0.1% | 174 |
|
|
2021
Q1 | $468K | Sell |
2,027
-19
| -0.9% | -$4.39K | 0.11% | 166 |
|
|
2020
Q4 | $368K | Buy |
2,046
+37
| +2% | +$6.66K | 0.09% | 176 |
|
|
2020
Q3 | $296K | Buy |
2,009
+43
| +2% | +$6.34K | 0.08% | 179 |
|
|
2020
Q2 | $272K | Buy |
1,966
+16
| +0.8% | +$2.21K | 0.09% | 173 |
|
|
2020
Q1 | $212K | Buy |
+1,950
| New | +$212K | 0.08% | 181 |
|
|
2019
Q4 | – | Sell |
-1,570
| Closed | -$265K | – | 215 |
|
|
2019
Q3 | $265K | Buy |
1,570
+160
| +11% | +$27K | 0.09% | 178 |
|
|
2019
Q2 | $218K | Buy |
1,410
+11
| +0.8% | +$1.7K | 0.1% | 160 |
|
|
2019
Q1 | $219K | Buy |
+1,399
| New | +$219K | 0.11% | 167 |
|