Forum Financial Management’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
1,968
-208
-10% -$46.5K 0.01% 467
2025
Q1
$318K Buy
2,176
+115
+6% +$16.8K 0.01% 564
2024
Q4
$318K Sell
2,061
-1,242
-38% -$192K 0.01% 579
2024
Q3
$379K Buy
+3,303
New +$379K 0.01% 416