EP Wealth Advisors’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
+94,722
| New | +$21.2M | 0.14% | 122 |
|
|
2024
Q3 | – | Sell |
-1,491
| Closed | -$201K | – | 1202 |
|
|
2024
Q2 | $201K | Buy |
+1,491
| New | +$201K | ﹤0.01% | 759 |
|
|
2023
Q3 | – | Sell |
-6,913
| Closed | -$1.21M | – | 774 |
|
|
2023
Q2 | $1.21M | Sell |
6,913
-7,245
| -51% | -$1.27M | 0.02% | 300 |
|
|
2023
Q1 | $159K | Buy |
+14,158
| New | +$159K | ﹤0.01% | 588 |
|