United Capital Financial 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 | $210K | Sell |
675
-5
| -0.7% | -$1.56K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $229K | Sell |
680
-21
| -3% | -$7.08K | ﹤0.01% | 961 |
|
|
2024
Q4 | $238K | Sell |
701
-21
| -3% | -$7.13K | ﹤0.01% | 958 |
|
|
2024
Q3 | $209K | Buy |
+722
| New | +$209K | ﹤0.01% | 997 |
|
|
2024
Q2 | – | Sell |
-2,661
| Closed | -$788K | – | 1100 |
|
|
2024
Q1 | $788K | Sell |
2,661
-407
| -13% | -$121K | 0.01% | 617 |
|
|
2023
Q4 | $886K | Sell |
3,068
-2,643
| -46% | -$763K | 0.01% | 580 |
|
|
2023
Q3 | $1.46M | Sell |
5,711
-1,055
| -16% | -$269K | 0.01% | 460 |
|
|
2023
Q2 | $1.95M | Sell |
6,766
-52
| -0.8% | -$15K | 0.01% | 450 |
|
|
2023
Q1 | $1.68M | Buy |
6,818
+585
| +9% | +$144K | 0.01% | 476 |
|
|
2022
Q4 | $1.42M | Buy |
6,233
+186
| +3% | +$42.5K | 0.01% | 546 |
|
|
2022
Q3 | $1.22M | Sell |
6,047
-715
| -11% | -$144K | 0.01% | 573 |
|
|
2022
Q2 | $1.33M | Buy |
6,762
+795
| +13% | +$157K | 0.01% | 575 |
|
|
2022
Q1 | $1.23M | Sell |
5,967
-811
| -12% | -$167K | 0.01% | 622 |
|
|
2021
Q4 | $1.46M | Buy |
6,778
+2,716
| +67% | +$585K | 0.01% | 603 |
|
|
2021
Q3 | $849K | Buy |
4,062
+739
| +22% | +$154K | ﹤0.01% | 716 |
|
|
2021
Q2 | $742K | Buy |
3,323
+533
| +19% | +$119K | ﹤0.01% | 767 |
|
|
2021
Q1 | $644K | Sell |
2,790
-368
| -12% | -$84.9K | ﹤0.01% | 781 |
|
|
2020
Q4 | $540K | Buy |
3,158
+1,164
| +58% | +$199K | ﹤0.01% | 824 |
|
|
2020
Q3 | $293K | Buy |
+1,994
| New | +$293K | ﹤0.01% | 956 |
|
|
2020
Q2 | – | Sell |
-2,779
| Closed | -$302K | – | 1246 |
|
|
2020
Q1 | $302K | Sell |
2,779
-115,406
| -98% | -$12.5M | ﹤0.01% | 964 |
|
|
2019
Q4 | $20M | Sell |
118,185
-9,186
| -7% | -$1.56M | 0.13% | 194 |
|
|
2019
Q3 | $19.9M | Buy |
127,371
+8,815
| +7% | +$1.38M | 0.14% | 175 |
|
|
2019
Q2 | $19.6M | Buy |
118,556
+7,724
| +7% | +$1.28M | 0.13% | 168 |
|
|
2019
Q1 | $17.3M | Buy |
110,832
+12,025
| +12% | +$1.88M | 0.12% | 183 |
|
|
2018
Q4 | $14.4M | Sell |
98,807
-2,268
| -2% | -$330K | 0.11% | 187 |
|
|
2018
Q3 | $18.6M | Buy |
101,075
+2,677
| +3% | +$491K | 0.13% | 172 |
|
|
2018
Q2 | $15.8M | Buy |
98,398
+5,316
| +6% | +$854K | 0.12% | 192 |
|
|
2018
Q1 | $13.7M | Buy |
93,082
+3,739
| +4% | +$552K | 0.1% | 220 |
|
|
2017
Q4 | $15.7M | Buy |
89,343
+770
| +0.9% | +$135K | 0.12% | 204 |
|
|
2017
Q3 | $13.2M | Buy |
88,573
+30,755
| +53% | +$4.58M | 0.11% | 219 |
|
|
2017
Q2 | $9.14M | Buy |
57,818
+54,329
| +1,557% | +$8.58M | 0.08% | 284 |
|
|
2017
Q1 | $588K | Sell |
3,489
-643
| -16% | -$108K | 0.01% | 878 |
|
|
2016
Q4 | $708K | Sell |
4,132
-8,562
| -67% | -$1.47M | 0.01% | 839 |
|
|
2016
Q3 | $1.93M | Sell |
12,694
-1,837
| -13% | -$279K | 0.02% | 599 |
|
|
2016
Q2 | $2.3M | Buy |
14,531
+1,549
| +12% | +$245K | 0.02% | 527 |
|
|
2016
Q1 | $2.04M | Buy |
12,982
+7,643
| +143% | +$1.2M | 0.02% | 527 |
|
|
2015
Q4 | $915K | Sell |
5,339
-6,311
| -54% | -$1.08M | 0.01% | 719 |
|
|
2015
Q3 | $1.76M | Buy |
11,650
+5,381
| +86% | +$812K | 0.02% | 550 |
|
|
2015
Q2 | $998K | Hold |
6,269
| – | – | 0.01% | 725 |
|
|
2015
Q1 | $938K | Buy |
6,269
+70
| +1% | +$10.5K | 0.01% | 733 |
|
|
2014
Q4 | $848K | Buy |
6,199
+88
| +1% | +$12K | 0.01% | 690 |
|
|
2014
Q3 | $740K | Buy |
+6,111
| New | +$740K | 0.01% | 689 |
|
|
2014
Q2 | – | Sell |
-5,574
| Closed | -$633K | – | 910 |
|
|
2014
Q1 | $633K | Buy |
+5,574
| New | +$633K | 0.01% | 590 |
|