Valeo 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 | $227K | Buy |
729
+8
| +1% | +$2.49K | 0.01% | 665 |
|
|
2025
Q1 | $243K | Hold |
721
| – | – | 0.01% | 584 |
|
|
2024
Q4 | $245K | Buy |
721
+8
| +1% | +$2.72K | 0.01% | 588 |
|
|
2024
Q3 | $207K | Sell |
713
-150
| -17% | -$43.5K | 0.01% | 642 |
|
|
2024
Q2 | $226K | Sell |
863
-1
| -0.1% | -$261 | 0.01% | 579 |
|
|
2024
Q1 | $236K | Buy |
864
+6
| +0.7% | +$1.64K | 0.01% | 565 |
|
|
2023
Q4 | $248K | Buy |
+858
| New | +$248K | 0.01% | 549 |
|
|
2023
Q3 | – | Sell |
-765
| Closed | -$221K | – | 640 |
|
|
2023
Q2 | $221K | Buy |
+765
| New | +$221K | 0.01% | 518 |
|
|
2021
Q2 | – | Sell |
-178
| Closed | -$41K | – | 1520 |
|
|
2021
Q1 | $41K | Buy |
178
+25
| +16% | +$5.76K | ﹤0.01% | 905 |
|
|
2020
Q4 | $26K | Buy |
+153
| New | +$26K | ﹤0.01% | 944 |
|
|
2020
Q3 | – | Sell |
-24
| Closed | -$3K | – | 2004 |
|
|
2020
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 1611 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1851 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1555 |
|
|
2019
Q3 | $1K | Sell |
6
-14
| -70% | -$2.33K | ﹤0.01% | 1473 |
|
|
2019
Q2 | $3K | Buy |
20
+9
| +82% | +$1.35K | ﹤0.01% | 1343 |
|
|
2019
Q1 | $2K | Buy |
11
+6
| +120% | +$1.09K | ﹤0.01% | 1380 |
|
|
2018
Q4 | $1K | Sell |
5
-38
| -88% | -$7.6K | ﹤0.01% | 1406 |
|
|
2018
Q3 | $7K | Buy |
43
+29
| +207% | +$4.72K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $2K | Sell |
14
-55
| -80% | -$7.86K | ﹤0.01% | 1371 |
|
|
2018
Q1 | $10K | Buy |
69
+55
| +393% | +$7.97K | ﹤0.01% | 924 |
|
|
2017
Q4 | $2K | Sell |
14
-6
| -30% | -$857 | ﹤0.01% | 1206 |
|
|
2017
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 966 |
|