GeoWealth 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
$245K Buy
1,094
+14
+1% +$3.13K 0.01% 603
2025
Q1
$158K Sell
1,080
-45
-4% -$6.58K 0.01% 712
2024
Q4
$174K Buy
1,125
+384
+52% +$59.3K 0.01% 815
2024
Q3
$85.1K Buy
+741
New +$85.1K ﹤0.01% 931
2024
Q2
Sell
-1,835
Closed -$297K 942
2024
Q1
$297K Buy
1,835
+626
+52% +$101K 0.01% 576
2023
Q4
$240K Buy
+1,209
New +$240K 0.02% 462