Institute for Wealth 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 | $1.25M | Sell |
5,569
-9
| -0.2% | -$2.01K | 0.14% | 155 |
|
|
2025
Q1 | $815K | Sell |
5,578
-274
| -5% | -$40K | 0.1% | 219 |
|
|
2024
Q4 | $904K | Sell |
5,852
-86
| -1% | -$13.3K | 0.11% | 192 |
|
|
2024
Q3 | $682K | Buy |
5,938
+70
| +1% | +$8.04K | 0.09% | 234 |
|
|
2024
Q2 | $793K | Buy |
5,868
+750
| +15% | +$101K | 0.11% | 203 |
|
|
2024
Q1 | $827K | Buy |
5,118
+835
| +19% | +$135K | 0.11% | 192 |
|
|
2023
Q4 | $852K | Buy |
4,283
+119
| +3% | +$23.7K | 0.14% | 173 |
|
|
2023
Q3 | $636K | Sell |
4,164
-18
| -0.4% | -$2.75K | 0.11% | 210 |
|
|
2023
Q2 | $736K | Buy |
4,182
+877
| +27% | +$154K | 0.12% | 191 |
|
|
2023
Q1 | $510K | Buy |
3,305
+409
| +14% | +$63.1K | 0.1% | 252 |
|
|
2022
Q4 | $416K | Sell |
2,896
-1,473
| -34% | -$211K | 0.09% | 285 |
|
|
2022
Q3 | $743K | Buy |
4,369
+393
| +10% | +$66.8K | 0.17% | 164 |
|
|
2022
Q2 | $553K | Buy |
3,976
+1,841
| +86% | +$256K | 0.11% | 250 |
|
|
2022
Q1 | $489K | Buy |
2,135
+1,424
| +200% | +$326K | 0.08% | 292 |
|
|
2021
Q4 | $241K | Buy |
+711
| New | +$241K | 0.04% | 424 |
|