Waldron Private Wealth’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-717
| Closed | -$243K | – | 410 |
|
|
2024
Q4 | $243K | Buy |
717
+2
| +0.3% | +$679 | 0.01% | 372 |
|
|
2024
Q3 | $207K | Buy |
+715
| New | +$207K | 0.01% | 395 |
|
|
2024
Q2 | – | Sell |
-715
| Closed | -$212K | – | 439 |
|
|
2024
Q1 | $212K | Buy |
715
+7
| +1% | +$2.07K | 0.01% | 385 |
|
|
2023
Q4 | $204K | Buy |
+708
| New | +$204K | 0.01% | 391 |
|
|
2023
Q3 | – | Sell |
-716
| Closed | -$206K | – | 398 |
|
|
2023
Q2 | $206K | Buy |
+716
| New | +$206K | 0.01% | 353 |
|