EWM
Evercore Wealth Management’s Snowflake SNOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Buy |
+1,326
| New | +$297K | ﹤0.01% | 339 |
|
2025
Q1 | – | Sell |
-1,326
| Closed | -$205K | – | 427 |
|
2024
Q4 | $205K | Buy |
+1,326
| New | +$205K | ﹤0.01% | 397 |
|
2024
Q2 | – | Sell |
-1,326
| Closed | -$214K | – | 431 |
|
2024
Q1 | $214K | Hold |
1,326
| – | – | ﹤0.01% | 396 |
|
2023
Q4 | $264K | Hold |
1,326
| – | – | ﹤0.01% | 368 |
|
2023
Q3 | $203K | Sell |
1,326
-7
| -0.5% | -$1.07K | ﹤0.01% | 385 |
|
2023
Q2 | $235K | Sell |
1,333
-138
| -9% | -$24.3K | ﹤0.01% | 375 |
|
2023
Q1 | $227K | Buy |
+1,471
| New | +$227K | ﹤0.01% | 368 |
|
2022
Q4 | – | Sell |
-1,337
| Closed | -$227K | – | 407 |
|
2022
Q3 | $227K | Buy |
+1,337
| New | +$227K | 0.01% | 357 |
|
2022
Q2 | – | Sell |
-1,228
| Closed | -$281K | – | 427 |
|
2022
Q1 | $281K | Sell |
1,228
-2
| -0.2% | -$458 | 0.01% | 363 |
|
2021
Q4 | $417K | Hold |
1,230
| – | – | 0.01% | 310 |
|
2021
Q3 | $372K | Buy |
+1,230
| New | +$372K | 0.01% | 325 |
|