LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
7,400
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $1.09M | Hold |
7,400
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $1.3M | Hold |
7,400
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $850K | Hold |
7,400
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $1.01M | Hold |
7,400
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $1.09M | Hold |
7,400
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $1.45M | Hold |
7,400
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $1.06M | Buy |
7,400
+1,000
| +16% | +$143K | 0.01% | 146 |
|
|
2023
Q2 | $1.13M | Sell |
6,400
-33
| -0.5% | -$5.81K | 0.01% | 147 |
|
|
2023
Q1 | $993K | Hold |
6,433
| – | – | 0.01% | 155 |
|
|
2022
Q4 | $923K | Hold |
6,433
| – | – | 0.01% | 155 |
|
|
2022
Q3 | $1.09M | Sell |
6,433
-2,500
| -28% | -$425K | 0.01% | 140 |
|
|
2022
Q2 | $1.24M | Buy |
8,933
+4,625
| +107% | +$643K | 0.02% | 141 |
|
|
2022
Q1 | $987K | Buy |
4,308
+1
| +0% | +$229 | 0.01% | 161 |
|
|
2021
Q4 | $1.46M | Sell |
4,307
-15
| -0.3% | -$5.08K | 0.01% | 145 |
|
|
2021
Q3 | $1.31M | Buy |
4,322
+1,322
| +44% | +$400K | 0.01% | 148 |
|
|
2021
Q2 | $725K | Buy |
+3,000
| New | +$725K | 0.01% | 194 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$86K | – | 638 |
|
|
2020
Q4 | $86K | Buy |
305
+205
| +205% | +$57.8K | ﹤0.01% | 368 |
|
|
2020
Q3 | $25K | Buy |
+100
| New | +$25K | ﹤0.01% | 449 |
|