Jeppson 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 | $274K | Buy |
+1,224
| New | +$274K | 0.09% | 173 |
|
|
2024
Q3 | – | Sell |
-2,968
| Closed | -$401K | – | 212 |
|
|
2024
Q2 | $401K | Sell |
2,968
-90
| -3% | -$12.2K | 0.15% | 128 |
|
|
2024
Q1 | $494K | Buy |
3,058
+575
| +23% | +$92.9K | 0.19% | 115 |
|
|
2023
Q4 | $494K | Sell |
2,483
-3
| -0.1% | -$597 | 0.2% | 109 |
|
|
2023
Q3 | $380K | Sell |
2,486
-13
| -0.5% | -$1.99K | 0.17% | 124 |
|
|
2023
Q2 | $440K | Buy |
2,499
+15
| +0.6% | +$2.64K | 0.19% | 116 |
|
|
2023
Q1 | $383K | Sell |
2,484
-73
| -3% | -$11.3K | 0.17% | 123 |
|
|
2022
Q4 | $367K | Buy |
2,557
+1,056
| +70% | +$152K | 0.15% | 126 |
|
|
2022
Q3 | $255K | Buy |
1,501
+59
| +4% | +$10K | 0.12% | 159 |
|
|
2022
Q2 | $201K | Buy |
1,442
+503
| +54% | +$70.1K | 0.09% | 181 |
|
|
2022
Q1 | $215K | Buy |
939
+146
| +18% | +$33.4K | 0.1% | 159 |
|
|
2021
Q4 | $269K | Buy |
+793
| New | +$269K | 0.13% | 133 |
|
|
2021
Q2 | – | Sell |
-926
| Closed | -$212K | – | 151 |
|
|
2021
Q1 | $212K | Buy |
+926
| New | +$212K | 0.13% | 129 |
|