Geneos Wealth Management’s Snap SNAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.12K | Sell |
704
-1,182
| -63% | -$10.3K | ﹤0.01% | 2508 |
|
2025
Q1 | $16.4K | Buy |
1,886
+1,126
| +148% | +$9.81K | ﹤0.01% | 2411 |
|
2024
Q4 | $8.19K | Hold |
760
| – | – | ﹤0.01% | 2132 |
|
2024
Q3 | $8.13K | Buy |
760
+92
| +14% | +$984 | ﹤0.01% | 1910 |
|
2024
Q2 | $11.1K | Buy |
668
+55
| +9% | +$914 | ﹤0.01% | 1520 |
|
2024
Q1 | $7.04K | Sell |
613
-148
| -19% | -$1.7K | ﹤0.01% | 1634 |
|
2023
Q4 | $12.9K | Sell |
761
-880
| -54% | -$14.9K | ﹤0.01% | 1479 |
|
2023
Q3 | $14.6K | Hold |
1,641
| – | – | ﹤0.01% | 1466 |
|
2023
Q2 | $19.4K | Sell |
1,641
-32,028
| -95% | -$379K | ﹤0.01% | 1389 |
|
2023
Q1 | $377K | Buy |
33,669
+10,166
| +43% | +$114K | 0.02% | 499 |
|
2022
Q4 | $210K | Buy |
23,503
+4,705
| +25% | +$42.1K | 0.01% | 615 |
|
2022
Q3 | $184K | Buy |
18,798
+69
| +0.4% | +$675 | 0.01% | 629 |
|
2022
Q2 | $246K | Buy |
18,729
+1,897
| +11% | +$24.9K | 0.01% | 678 |
|
2022
Q1 | $605K | Buy |
16,832
+1,536
| +10% | +$55.2K | 0.03% | 489 |
|
2021
Q4 | $719K | Sell |
15,296
-5,507
| -26% | -$259K | 0.03% | 482 |
|
2021
Q3 | $1.57M | Sell |
20,803
-2,921
| -12% | -$220K | 0.06% | 289 |
|
2021
Q2 | $1.62M | Sell |
23,724
-4,209
| -15% | -$288K | 0.06% | 267 |
|
2021
Q1 | $1.73M | Sell |
27,933
-685
| -2% | -$42.3K | 0.05% | 308 |
|
2020
Q4 | $1.47M | Buy |
28,618
+4,754
| +20% | +$245K | 0.06% | 278 |
|
2020
Q3 | $589K | Buy |
23,864
+5,877
| +33% | +$145K | 0.03% | 397 |
|
2020
Q2 | $414K | Buy |
17,987
+8,384
| +87% | +$193K | 0.02% | 452 |
|
2020
Q1 | $116K | Buy |
9,603
+100
| +1% | +$1.21K | 0.01% | 794 |
|
2019
Q4 | $152K | Sell |
9,503
-700
| -7% | -$11.2K | 0.01% | 801 |
|
2019
Q3 | $163K | Sell |
10,203
-200
| -2% | -$3.2K | 0.01% | 720 |
|
2019
Q2 | $148K | Sell |
10,403
-2,747
| -21% | -$39.1K | 0.01% | 777 |
|
2019
Q1 | $144K | Sell |
13,150
-4,350
| -25% | -$47.6K | 0.01% | 752 |
|
2018
Q4 | $99K | Sell |
17,500
-16,498
| -49% | -$93.3K | 0.01% | 837 |
|
2018
Q3 | $288K | Buy |
33,998
+22,176
| +188% | +$188K | 0.02% | 526 |
|
2018
Q2 | $154K | Sell |
11,822
-345
| -3% | -$4.49K | 0.01% | 636 |
|
2018
Q1 | $193K | Buy |
12,167
+385
| +3% | +$6.11K | 0.02% | 552 |
|
2017
Q4 | $172K | Sell |
11,782
-60,265
| -84% | -$880K | 0.02% | 582 |
|
2017
Q3 | $1.05M | Buy |
72,047
+55,150
| +326% | +$801K | 0.1% | 189 |
|
2017
Q2 | $300K | Buy |
16,897
+10,312
| +157% | +$183K | 0.03% | 397 |
|
2017
Q1 | $193K | Buy |
+6,585
| New | +$193K | 0.02% | 490 |
|