Kingswood Wealth Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
2,477
+341
+16% +$76.3K 0.04% 385
2025
Q1
$312K Buy
2,136
+260
+14% +$38K 0.03% 536
2024
Q4
$290K Sell
1,876
-3,617
-66% -$559K 0.02% 622
2024
Q3
$630K Buy
5,493
+3,978
+263% +$456K 0.04% 396
2024
Q2
$205K Buy
1,515
+183
+14% +$24.7K 0.02% 630
2024
Q1
$215K Buy
+1,332
New +$215K 0.02% 566