EWM
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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