Wealthspire Advisors (New York)’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 |
-651
| Closed | -$221K | – | 825 |
|
|
2024
Q4 | $221K | Buy |
+651
| New | +$221K | ﹤0.01% | 723 |
|
|
2021
Q2 | – | Sell |
-2,114
| Closed | -$488K | – | 614 |
|
|
2021
Q1 | $488K | Sell |
2,114
-182
| -8% | -$42K | 0.01% | 403 |
|
|
2020
Q4 | $393K | Buy |
2,296
+925
| +67% | +$158K | 0.01% | 355 |
|
|
2020
Q3 | $202K | Buy |
+1,371
| New | +$202K | 0.01% | 306 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$5K | – | 673 |
|
|
2018
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 655 |
|