Lyell 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 | $13.2M | Sell |
59,176
-1,509
| -2% | -$338K | 1.05% | 33 |
|
|
2025
Q1 | $8.87M | Buy |
60,685
+2,955
| +5% | +$432K | 0.83% | 44 |
|
|
2024
Q4 | $8.91M | Buy |
57,730
+347
| +0.6% | +$53.6K | 0.8% | 42 |
|
|
2024
Q3 | $6.59M | Sell |
57,383
-947
| -2% | -$109K | 0.6% | 57 |
|
|
2024
Q2 | $7.88M | Sell |
58,330
-354
| -0.6% | -$47.8K | 0.75% | 45 |
|
|
2024
Q1 | $9.48M | Buy |
58,684
+9,937
| +20% | +$1.61M | 0.96% | 34 |
|
|
2023
Q4 | $9.7M | Buy |
48,747
+19,838
| +69% | +$3.95M | 1.1% | 33 |
|
|
2023
Q3 | $4.42M | Buy |
28,909
+622
| +2% | +$95K | 0.59% | 60 |
|
|
2023
Q2 | $4.98M | Buy |
28,287
+3,818
| +16% | +$672K | 0.64% | 59 |
|
|
2023
Q1 | $3.78M | Buy |
24,469
+2,976
| +14% | +$459K | 0.53% | 66 |
|
|
2022
Q4 | $3.09M | Sell |
21,493
-2,053
| -9% | -$295K | 0.49% | 71 |
|
|
2022
Q3 | $4M | Sell |
23,546
-243
| -1% | -$41.3K | 0.68% | 58 |
|
|
2022
Q2 | $3.31M | Buy |
23,789
+42
| +0.2% | +$5.84K | 0.54% | 68 |
|
|
2022
Q1 | $5.44M | Buy |
23,747
+2,014
| +9% | +$461K | 0.7% | 50 |
|
|
2021
Q4 | $7.36M | Buy |
21,733
+1,409
| +7% | +$477K | 0.84% | 44 |
|
|
2021
Q3 | $6.15M | Buy |
20,324
+1,945
| +11% | +$588K | 0.75% | 50 |
|
|
2021
Q2 | $4.44M | Buy |
18,379
+5,884
| +47% | +$1.42M | 0.55% | 65 |
|
|
2021
Q1 | $2.87M | Buy |
+12,495
| New | +$2.87M | 0.42% | 72 |
|