Avitas Wealth Management’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $260K | Buy |
+1,682
| New | +$260K | 0.04% | 186 |
|
|
2024
Q1 | – | Sell |
-1,245
| Closed | -$248K | – | 208 |
|
|
2023
Q4 | $248K | Buy |
+1,245
| New | +$248K | 0.04% | 193 |
|
|
2023
Q3 | – | Sell |
-1,734
| Closed | -$305K | – | 212 |
|
|
2023
Q2 | $305K | Sell |
1,734
-12
| -0.7% | -$2.11K | 0.06% | 183 |
|
|
2023
Q1 | $269K | Sell |
1,746
-50
| -3% | -$7.71K | 0.05% | 186 |
|
|
2022
Q4 | $258K | Buy |
1,796
+470
| +35% | +$67.5K | 0.05% | 174 |
|
|
2022
Q3 | $225K | Sell |
1,326
-334
| -20% | -$56.7K | 0.05% | 174 |
|
|
2022
Q2 | $231K | Buy |
1,660
+150
| +10% | +$20.9K | 0.05% | 178 |
|
|
2022
Q1 | $346K | Sell |
1,510
-158
| -9% | -$36.2K | 0.06% | 171 |
|
|
2021
Q4 | $565K | Buy |
+1,668
| New | +$565K | 0.09% | 151 |
|