Financial Synergies Wealth Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11
Closed -$1.78K 406
2024
Q1
$1.78K Buy
11
+4
+57% +$647 ﹤0.01% 337
2023
Q4
$1.01K Sell
7
-4
-36% -$574 ﹤0.01% 324
2023
Q3
$1.68K Buy
11
+4
+57% +$611 ﹤0.01% 320
2023
Q2
$1.23K Hold
7
﹤0.01% 344
2023
Q1
$1.08K Hold
7
﹤0.01% 369
2022
Q4
$1.01K Hold
7
﹤0.01% 324
2022
Q3
$1.19K Sell
7
-4
-36% -$680 ﹤0.01% 277
2022
Q2
$1.53K Buy
+11
New +$1.53K ﹤0.01% 268