Beverly Hills Private Wealth’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
2,873
+348
+14% +$77.9K 0.12% 152
2025
Q1
$369K Sell
2,525
-153
-6% -$22.4K 0.07% 218
2024
Q4
$414K Buy
2,678
+824
+44% +$127K 0.08% 195
2024
Q3
$213K Hold
1,854
0.04% 315
2024
Q2
$250K Sell
1,854
-54
-3% -$7.3K 0.05% 299
2024
Q1
$308K Buy
1,908
+150
+9% +$24.2K 0.07% 270
2023
Q4
$350K Sell
1,758
-43
-2% -$8.56K 0.09% 228
2023
Q3
$275K Sell
1,801
-302
-14% -$46.1K 0.08% 238
2023
Q2
$351K Buy
2,103
+405
+24% +$67.5K 0.06% 274
2023
Q1
$262K Buy
+1,698
New +$262K 0.08% 234