WR Wealth Planners’s Snap-on SNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.43K Sell
16
-1
-6% -$340 ﹤0.01% 684
2024
Q3
$4.93K Buy
17
+7
+70% +$2.03K ﹤0.01% 746
2024
Q2
$2.61K Buy
10
+2
+25% +$523 ﹤0.01% 831
2024
Q1
$2.37K Buy
+8
New +$2.37K ﹤0.01% 845
2023
Q4
Sell
-22
Closed -$5.61K 751
2023
Q3
$5.61K Buy
22
+9
+69% +$2.3K ﹤0.01% 668
2023
Q2
$3.75K Sell
13
-19
-59% -$5.48K ﹤0.01% 719
2023
Q1
$7.9K Buy
+32
New +$7.9K ﹤0.01% 605