IWA
IVC Wealth Advisors’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
1,779
| – | – | 0.19% | 97 |
|
|
2025
Q1 | $260K | Buy |
1,779
+197
| +12% | +$28.8K | 0.14% | 134 |
|
|
2024
Q4 | $244K | Buy |
+1,582
| New | +$244K | 0.14% | 136 |
|
|
2024
Q3 | – | Sell |
-1,577
| Closed | -$213K | – | 171 |
|
|
2024
Q2 | $213K | Buy |
+1,577
| New | +$213K | 0.12% | 154 |
|
|
2024
Q1 | – | Sell |
-1,145
| Closed | -$228K | – | 168 |
|
|
2023
Q4 | $228K | Buy |
+1,145
| New | +$228K | 0.14% | 134 |
|