BTWM
Baker Tilly Wealth Management’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-178,585
| Closed | -$28.9M | – | 398 |
|
|
2024
Q1 | $28.9M | Sell |
178,585
-9,999
| -5% | -$1.62M | 5.22% | 1 |
|
|
2023
Q4 | $37.5M | Sell |
188,584
-192
| -0.1% | -$38.2K | 6.16% | 1 |
|
|
2023
Q3 | $28.8M | Sell |
188,776
-107
| -0.1% | -$16.3K | 4.75% | 2 |
|
|
2023
Q2 | $33.2M | Sell |
188,883
-17
| -0% | -$2.99K | 3.49% | 1 |
|
|
2023
Q1 | $29.1M | Buy |
188,900
+192
| +0.1% | +$29.6K | 3.28% | 3 |
|
|
2022
Q4 | $27.1M | Sell |
188,708
-26
| -0% | -$3.73K | 3.34% | 2 |
|
|
2022
Q3 | $32.1M | Buy |
188,734
+79
| +0% | +$13.4K | 4.37% | 1 |
|
|
2022
Q2 | $26.2M | Buy |
188,655
+69
| +0% | +$9.6K | 3.44% | 2 |
|
|
2022
Q1 | $43.2M | Sell |
188,586
-124
| -0.1% | -$28.4K | 4.78% | 1 |
|
|
2021
Q4 | $63.9M | Buy |
188,710
+83
| +0% | +$28.1K | 6.86% | 1 |
|
|
2021
Q3 | $57M | Buy |
+188,627
| New | +$57M | 7.53% | 1 |
|