Concord Wealth Partners’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$772 | – | 953 |
|
|
2024
Q4 | $772 | Buy |
5
+3
| +150% | +$463 | ﹤0.01% | 828 |
|
|
2024
Q3 | $230 | Hold |
2
| – | – | ﹤0.01% | 923 |
|
|
2024
Q2 | $270 | Hold |
2
| – | – | ﹤0.01% | 787 |
|
|
2024
Q1 | $323 | Hold |
2
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $398 | Sell |
2
-150
| -99% | -$29.9K | ﹤0.01% | 785 |
|
|
2023
Q3 | $23.2K | Sell |
152
-10
| -6% | -$1.53K | ﹤0.01% | 486 |
|
|
2023
Q2 | $28.5K | Hold |
162
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $25K | Hold |
162
| – | – | 0.01% | 455 |
|
|
2022
Q4 | $23.3K | Buy |
+162
| New | +$23.3K | 0.01% | 498 |
|
|
2022
Q3 | – | Sell |
-152
| Closed | -$21K | – | 989 |
|
|
2022
Q2 | $21K | Hold |
152
| – | – | 0.01% | 537 |
|
|
2022
Q1 | $35K | Hold |
152
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $51K | Sell |
152
-48
| -24% | -$16.1K | 0.01% | 451 |
|
|
2021
Q3 | $60K | Hold |
200
| – | – | 0.02% | 187 |
|
|
2021
Q2 | $48K | Hold |
200
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $46K | Hold |
200
| – | – | 0.02% | 353 |
|
|
2020
Q4 | $56K | Buy |
+200
| New | +$56K | 0.04% | 191 |
|