WIA
Westbourne Investment Advisors’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
380,687
+14,174
| +4% | +$123K | 1% | 29 |
|
|
2025
Q1 | $3.19M | Buy |
366,513
+9,526
| +3% | +$83K | 1.13% | 29 |
|
|
2024
Q4 | $3.85M | Buy |
356,987
+20,150
| +6% | +$217K | 1.32% | 29 |
|
|
2024
Q3 | $3.6M | Buy |
336,837
+11,958
| +4% | +$128K | 1.26% | 28 |
|
|
2024
Q2 | $5.4M | Sell |
324,879
-8,600
| -3% | -$143K | 1.96% | 18 |
|
|
2024
Q1 | $3.83M | Buy |
333,479
+31,998
| +11% | +$367K | 1.41% | 29 |
|
|
2023
Q4 | $5.1M | Sell |
301,481
-6,550
| -2% | -$111K | 2.04% | 18 |
|
|
2023
Q3 | $2.75M | Buy |
308,031
+94,795
| +44% | +$845K | 1.26% | 29 |
|
|
2023
Q2 | $2.53M | Buy |
213,236
+48,641
| +30% | +$576K | 1.13% | 29 |
|
|
2023
Q1 | $1.85M | Buy |
+164,595
| New | +$1.85M | 0.89% | 31 |
|