Modera 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	$567K	Buy	2,534 +149	+6%	+$33.3K	0.01%	423
2025 Q1	$349K	Buy	2,385 +422	+21%	+$61.7K	﹤0.01%	486
2024 Q4	$303K	Buy	+1,963	New	+$303K	﹤0.01%	514
2023 Q3	–	Sell	-1,137	Closed	-$200K	–	578
2023 Q2	$200K	Buy	+1,137	New	+$200K	﹤0.01%	533