Congress 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
Q3 | – | Sell |
-1,941
| Closed | -$262K | – | 868 |
|
|
2024
Q2 | $262K | Buy |
1,941
+474
| +32% | +$64K | ﹤0.01% | 646 |
|
|
2024
Q1 | $237K | Buy |
1,467
+304
| +26% | +$49.2K | ﹤0.01% | 547 |
|
|
2023
Q4 | $232K | Buy |
+1,163
| New | +$232K | ﹤0.01% | 574 |
|
|
2023
Q3 | – | Sell |
-1,271
| Closed | -$224K | – | 622 |
|
|
2023
Q2 | $224K | Sell |
1,271
-489
| -28% | -$86.1K | 0.01% | 524 |
|
|
2023
Q1 | $272K | Buy |
1,760
+353
| +25% | +$54.5K | 0.01% | 496 |
|
|
2022
Q4 | $202K | Buy |
1,407
+37
| +3% | +$5.31K | 0.01% | 543 |
|
|
2022
Q3 | $233K | Buy |
+1,370
| New | +$233K | 0.01% | 504 |
|