Venturi Wealth Management’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 | $324K | Sell |
1,041
-380
| -27% | -$118K | 0.02% | 403 |
|
|
2025
Q1 | $479K | Buy |
1,421
+117
| +9% | +$39.4K | 0.02% | 330 |
|
|
2024
Q4 | $443K | Buy |
1,304
+1,010
| +344% | +$343K | 0.02% | 361 |
|
|
2024
Q3 | $85.2K | Buy |
294
+10
| +4% | +$2.9K | ﹤0.01% | 611 |
|
|
2024
Q2 | $74.2K | Buy |
284
+20
| +8% | +$5.23K | ﹤0.01% | 566 |
|
|
2024
Q1 | $78.2K | Sell |
264
-8
| -3% | -$2.37K | 0.01% | 442 |
|
|
2023
Q4 | $78.6K | Buy |
272
+40
| +17% | +$11.6K | 0.01% | 438 |
|
|
2023
Q3 | $59.2K | Buy |
+232
| New | +$59.2K | ﹤0.01% | 453 |
|
|
2023
Q2 | – | Sell |
-164
| Closed | -$40.5K | – | 1235 |
|
|
2023
Q1 | $40.5K | Buy |
+164
| New | +$40.5K | ﹤0.01% | 498 |
|