HWA
HCR Wealth Advisors’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
12,330
-13,085
| -51% | -$114K | 0.01% | 232 |
|
|
2025
Q1 | $221K | Buy |
25,415
+399
| +2% | +$3.48K | 0.03% | 213 |
|
|
2024
Q4 | $269K | Buy |
25,016
+934
| +4% | +$10.1K | 0.03% | 190 |
|
|
2024
Q3 | $258K | Buy |
24,082
+916
| +4% | +$9.8K | 0.03% | 199 |
|
|
2024
Q2 | $385K | Sell |
23,166
-7,377
| -24% | -$123K | 0.06% | 152 |
|
|
2024
Q1 | $351K | Buy |
30,543
+4,663
| +18% | +$53.5K | 0.05% | 157 |
|
|
2023
Q4 | $438K | Buy |
25,880
+2,718
| +12% | +$46K | 0.07% | 128 |
|
|
2023
Q3 | $206K | Buy |
23,162
+2,098
| +10% | +$18.7K | 0.05% | 162 |
|
|
2023
Q2 | $249K | Buy |
21,064
+2,244
| +12% | +$26.6K | 0.05% | 152 |
|
|
2023
Q1 | $211K | Sell |
18,820
-4,517
| -19% | -$50.6K | 0.04% | 162 |
|
|
2022
Q4 | $209K | Buy |
23,337
+1,832
| +9% | +$16.4K | 0.04% | 163 |
|
|
2022
Q3 | $211K | Buy |
21,505
+553
| +3% | +$5.43K | 0.04% | 158 |
|
|
2022
Q2 | $275K | Sell |
20,952
-5,748
| -22% | -$75.4K | 0.06% | 144 |
|
|
2022
Q1 | $961K | Buy |
26,700
+640
| +2% | +$23K | 0.16% | 99 |
|
|
2021
Q4 | $1.23M | Buy |
26,060
+99
| +0.4% | +$4.66K | 0.19% | 91 |
|
|
2021
Q3 | $1.92M | Sell |
25,961
-3,792
| -13% | -$280K | 0.32% | 70 |
|
|
2021
Q2 | $2.03M | Sell |
29,753
-2,326
| -7% | -$158K | 0.35% | 64 |
|
|
2021
Q1 | $1.68M | Sell |
32,079
-8,434
| -21% | -$441K | 0.33% | 66 |
|
|
2020
Q4 | $2.03M | Buy |
40,513
+4,777
| +13% | +$239K | 0.42% | 47 |
|
|
2020
Q3 | $933K | Sell |
35,736
-500
| -1% | -$13.1K | 0.21% | 81 |
|
|
2020
Q2 | $860K | Buy |
36,236
+10,140
| +39% | +$241K | 0.2% | 77 |
|
|
2020
Q1 | $310K | Buy |
+26,096
| New | +$310K | 0.09% | 116 |
|
|
2019
Q4 | – | Sell |
-35,860
| Closed | -$567K | – | 249 |
|
|
2019
Q3 | $567K | Buy |
35,860
+2,650
| +8% | +$41.9K | 0.19% | 86 |
|
|
2019
Q2 | $475K | Buy |
+33,210
| New | +$475K | 0.14% | 99 |
|