Icon Wealth Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
1,200
-43
-3% -$9.62K 0.02% 324
2025
Q1
$182K Buy
1,243
+388
+45% +$56.7K 0.01% 372
2024
Q4
$132K Buy
+855
New +$132K 0.01% 451
2024
Q3
Sell
-858
Closed -$112K 494
2024
Q2
$112K Sell
858
-2,840
-77% -$370K 0.01% 418
2024
Q1
$598K Buy
3,698
+2,193
+146% +$354K 0.06% 183
2023
Q4
$299K Buy
+1,505
New +$299K 0.03% 265
2022
Q4
$312K Buy
2,173
+391
+22% +$56.1K 0.04% 245
2022
Q3
$303K Buy
+1,782
New +$303K 0.04% 243