Dynamic Advisor Solutions’s Snowflake SNOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
1,887
-694
-27% -$155K 0.01% 645
2025
Q1
$377K Buy
+2,581
New +$377K 0.01% 653
2024
Q3
Sell
-1,920
Closed -$259K 997
2024
Q2
$259K Sell
1,920
-21
-1% -$2.84K 0.01% 814
2024
Q1
$314K Buy
1,941
+553
+40% +$89.4K 0.01% 748
2023
Q4
$262K Sell
1,388
-137
-9% -$25.9K 0.01% 761
2023
Q3
$233K Buy
+1,525
New +$233K 0.01% 735
2023
Q2
Sell
-1,673
Closed -$258K 844
2023
Q1
$258K Sell
1,673
-179
-10% -$27.6K 0.02% 632
2022
Q4
$266K Sell
1,852
-618
-25% -$88.7K 0.02% 585
2022
Q3
$420K Buy
2,470
+80
+3% +$13.6K 0.03% 426
2022
Q2
$332K Buy
2,390
+885
+59% +$123K 0.03% 497
2022
Q1
$345K Buy
1,505
+711
+90% +$163K 0.02% 526
2021
Q4
$269K Sell
794
-34
-4% -$11.5K 0.02% 604
2021
Q3
$250K Buy
+828
New +$250K 0.02% 630