Institute for Wealth Management’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $815K | Sell |
|
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|
2024
Q4 | $904K | Sell |
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|
2024
Q3 | $682K | Buy |
|
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|
2024
Q2 | $793K | Buy |
|
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|
2024
Q1 | $827K | Buy |
|
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|
2023
Q4 | $852K | Buy |
|
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $736K | Buy |
|
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|
2023
Q1 | $510K | Buy |
|
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $241K | Buy |
|