Integrated Wealth Concepts’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.87M Buy
21,767
+7,055
+48% +$1.58M 0.05% 340
2025
Q1
$2.15M Buy
14,712
+2,177
+17% +$318K 0.03% 560
2024
Q4
$1.94M Sell
12,535
-687
-5% -$106K 0.02% 570
2024
Q3
$1.52M Sell
13,222
-140
-1% -$16.1K 0.02% 636
2024
Q2
$1.81M Buy
13,362
+3,741
+39% +$505K 0.02% 543
2024
Q1
$1.55M Buy
9,621
+3,031
+46% +$490K 0.02% 594
2023
Q4
$1.31M Buy
6,590
+478
+8% +$95.1K 0.02% 620
2023
Q3
$934K Buy
6,112
+934
+18% +$143K 0.02% 715
2023
Q2
$911K Buy
5,178
+602
+13% +$106K 0.02% 718
2023
Q1
$706K Buy
4,576
+729
+19% +$112K 0.01% 738
2022
Q4
$552K Sell
3,847
-182
-5% -$26.1K 0.02% 633
2022
Q3
$685K Buy
4,029
+2,551
+173% +$434K 0.02% 508
2022
Q2
$206K Sell
1,478
-76
-5% -$10.6K 0.01% 891
2022
Q1
$356K Sell
1,554
-187
-11% -$42.8K 0.01% 681
2021
Q4
$590K Buy
1,741
+199
+13% +$67.4K 0.02% 577
2021
Q3
$466K Buy
+1,542
New +$466K 0.02% 599