IAM Advisory’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,523
Closed -$476K 108
2024
Q2
$476K Sell
3,523
-188
-5% -$25.4K 0.13% 73
2024
Q1
$600K Buy
3,711
+74
+2% +$12K 0.16% 67
2023
Q4
$724K Buy
3,637
+72
+2% +$14.3K 0.23% 58
2023
Q3
$545K Sell
3,565
-176
-5% -$26.9K 0.19% 64
2023
Q2
$658K Sell
3,741
-27
-0.7% -$4.75K 0.22% 56
2023
Q1
$581K Sell
3,768
-20
-0.5% -$3.09K 0.2% 61
2022
Q4
$544K Sell
3,788
-186
-5% -$26.7K 0.2% 58
2022
Q3
$675K Buy
3,974
+209
+6% +$35.5K 0.29% 51
2022
Q2
$524K Buy
3,765
+300
+9% +$41.8K 0.22% 57
2022
Q1
$794K Buy
3,465
+160
+5% +$36.7K 0.32% 47
2021
Q4
$1M Sell
3,305
-52
-2% -$15.7K 0.4% 37
2021
Q3
$1.04M Buy
+3,357
New +$1.04M 0.44% 38