True Wealth Design’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 | $5.91K | Sell |
19
-18
| -49% | -$5.6K | ﹤0.01% | 746 |
|
|
2025
Q1 | $12.5K | Buy |
37
+32
| +640% | +$10.8K | ﹤0.01% | 420 |
|
|
2024
Q4 | $1.7K | Sell |
5
-12
| -71% | -$4.08K | ﹤0.01% | 784 |
|
|
2024
Q3 | $4.93K | Sell |
17
-2,964
| -99% | -$859K | ﹤0.01% | 554 |
|
|
2024
Q2 | $779K | Buy |
2,981
+40
| +1% | +$10.5K | 0.19% | 93 |
|
|
2024
Q1 | $871K | Sell |
2,941
-32
| -1% | -$9.48K | 0.22% | 65 |
|
|
2023
Q4 | $859K | Sell |
2,973
-81
| -3% | -$23.4K | 0.24% | 51 |
|
|
2023
Q3 | $779K | Sell |
3,054
-129
| -4% | -$32.9K | 0.26% | 64 |
|
|
2023
Q2 | $917K | Sell |
3,183
-22
| -0.7% | -$6.34K | 0.34% | 34 |
|
|
2023
Q1 | $791K | Sell |
3,205
-121
| -4% | -$29.9K | 0.33% | 67 |
|
|
2022
Q4 | $760K | Buy |
+3,326
| New | +$760K | 0.35% | 68 |
|