Carson Wealth (CWM LLC)’s Snap SNAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
257,763
+73,393
+40% +$638K 0.01% 908
2025
Q1
$1.61M Buy
184,370
+37,652
+26% +$328K 0.01% 907
2024
Q4
$1.58M Buy
146,718
+32,029
+28% +$345K 0.01% 879
2024
Q3
$1.23M Buy
114,689
+16,968
+17% +$182K 0.01% 911
2024
Q2
$1.62M Buy
97,721
+44,405
+83% +$738K 0.01% 703
2024
Q1
$612K Buy
53,316
+29,157
+121% +$335K ﹤0.01% 1059
2023
Q4
$409K Buy
24,159
+855
+4% +$14.5K ﹤0.01% 1131
2023
Q3
$208K Sell
23,304
-24,558
-51% -$219K ﹤0.01% 1301
2023
Q2
$567K Buy
47,862
+25,206
+111% +$299K ﹤0.01% 899
2023
Q1
$254K Buy
22,656
+248
+1% +$2.78K ﹤0.01% 1107
2022
Q4
$201K Buy
22,408
+1,475
+7% +$13.2K ﹤0.01% 1101
2022
Q3
$206K Sell
20,933
-363
-2% -$3.57K ﹤0.01% 1030
2022
Q2
$280K Buy
21,296
+507
+2% +$6.67K ﹤0.01% 910
2022
Q1
$748K Buy
20,789
+6,422
+45% +$231K 0.01% 629
2021
Q4
$676K Buy
+14,367
New +$676K ﹤0.01% 653
2021
Q2
$991K Hold
14,549
0.01% 564
2021
Q1
$991K Hold
14,549
0.01% 564
2020
Q4
$991K Hold
14,549
0.01% 564
2020
Q3
$991K Hold
14,549
0.01% 564
2020
Q2
$991K Hold
14,549
0.01% 564
2020
Q1
$991K Hold
14,549
0.01% 564
2019
Q4
$991K Hold
14,549
0.01% 564
2019
Q3
$991K Hold
14,549
0.01% 564
2019
Q2
$991K Hold
14,549
0.01% 564
2019
Q1
$991K Buy
14,549
+12,935
+801% +$881K 0.01% 564
2018
Q4
$9K Sell
1,614
-1,670
-51% -$9.31K ﹤0.01% 1376
2018
Q3
$28K Buy
3,284
+350
+12% +$2.98K ﹤0.01% 876
2018
Q2
$38K Buy
2,934
+2,394
+443% +$31K ﹤0.01% 692
2018
Q1
$9K Sell
540
-600
-53% -$10K ﹤0.01% 874
2017
Q4
$17K Hold
1,140
﹤0.01% 736
2017
Q3
$17K Buy
1,140
+600
+111% +$8.95K ﹤0.01% 755
2017
Q2
$10K Buy
540
+500
+1,250% +$9.26K ﹤0.01% 779
2017
Q1
$1K Buy
+40
New +$1K ﹤0.01% 1106