EP Wealth Advisors’s Snap SNAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $497K | Buy |
57,191
+3,230
| +6% | +$28.1K | ﹤0.01% | 783 |
|
2025
Q1 | $470K | Buy |
53,961
+1,920
| +4% | +$16.7K | ﹤0.01% | 731 |
|
2024
Q4 | $560K | Buy |
52,041
+3,328
| +7% | +$35.8K | ﹤0.01% | 653 |
|
2024
Q3 | $521K | Buy |
48,713
+6,413
| +15% | +$68.6K | ﹤0.01% | 681 |
|
2024
Q2 | $703K | Buy |
42,300
+3,327
| +9% | +$55.3K | 0.01% | 464 |
|
2024
Q1 | $447K | Buy |
38,973
+18,710
| +92% | +$215K | 0.01% | 533 |
|
2023
Q4 | $343K | Buy |
20,263
+3,238
| +19% | +$54.8K | ﹤0.01% | 579 |
|
2023
Q3 | $152K | Buy |
17,025
+6,027
| +55% | +$53.7K | ﹤0.01% | 695 |
|
2023
Q2 | $204K | Buy |
10,998
+1,841
| +20% | +$34.2K | ﹤0.01% | 655 |
|
2023
Q1 | $502K | Sell |
9,157
-4,486
| -33% | -$246K | 0.01% | 401 |
|
2022
Q4 | $122K | Buy |
+13,643
| New | +$122K | ﹤0.01% | 585 |
|