Carson Wealth (CWM LLC)’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4M | Buy |
216,212
+17,868
| +9% | +$4M | 0.17% | 115 |
|
|
2025
Q1 | $29M | Buy |
198,344
+23,576
| +13% | +$3.45M | 0.12% | 161 |
|
|
2024
Q4 | $27M | Buy |
174,768
+2,886
| +2% | +$446K | 0.11% | 162 |
|
|
2024
Q3 | $19.7M | Buy |
171,882
+50,601
| +42% | +$5.81M | 0.08% | 209 |
|
|
2024
Q2 | $16.4M | Buy |
121,281
+19,917
| +20% | +$2.69M | 0.08% | 230 |
|
|
2024
Q1 | $16.4M | Sell |
101,364
-1,435
| -1% | -$232K | 0.08% | 222 |
|
|
2023
Q4 | $20.5M | Sell |
102,799
-690
| -0.7% | -$137K | 0.11% | 179 |
|
|
2023
Q3 | $15.8M | Sell |
103,489
-4,966
| -5% | -$759K | 0.1% | 182 |
|
|
2023
Q2 | $19.1M | Buy |
108,455
+25,830
| +31% | +$4.55M | 0.12% | 164 |
|
|
2023
Q1 | $12.7M | Buy |
82,625
+1,634
| +2% | +$252K | 0.09% | 194 |
|
|
2022
Q4 | $11.6M | Buy |
80,991
+22,747
| +39% | +$3.26M | 0.09% | 185 |
|
|
2022
Q3 | $9.9M | Buy |
58,244
+56,095
| +2,610% | +$9.53M | 0.08% | 196 |
|
|
2022
Q2 | $299K | Buy |
2,149
+1,068
| +99% | +$149K | ﹤0.01% | 893 |
|
|
2022
Q1 | $248K | Buy |
1,081
+192
| +22% | +$44K | ﹤0.01% | 950 |
|
|
2021
Q4 | $301K | Buy |
+889
| New | +$301K | ﹤0.01% | 864 |
|
|
2021
Q2 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2020
Q3 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2020
Q2 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2020
Q1 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2019
Q4 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2019
Q2 | $204K | Hold |
842
| – | – | ﹤0.01% | 897 |
|
|
2019
Q1 | $204K | Buy |
+842
| New | +$204K | ﹤0.01% | 897 |
|