Montag & Associates’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Buy
291
+204
+234% +$45.7K ﹤0.01% 529
2025
Q1
$12.8K Buy
87
+2
+2% +$294 ﹤0.01% 766
2024
Q4
$13.2K Hold
85
﹤0.01% 751
2024
Q3
$9.78K Sell
85
-215
-72% -$24.7K ﹤0.01% 812
2024
Q2
$40.5K Sell
300
-30
-9% -$4.05K ﹤0.01% 624
2024
Q1
$53.3K Sell
330
-109
-25% -$17.6K ﹤0.01% 583
2023
Q4
$87.4K Buy
439
+420
+2,211% +$83.6K ﹤0.01% 484
2023
Q3
$2.9K Buy
19
+3
+19% +$457 ﹤0.01% 831
2023
Q2
$2.82K Sell
16
-144
-90% -$25.3K ﹤0.01% 844
2023
Q1
$24.7K Buy
160
+150
+1,500% +$23.1K ﹤0.01% 640
2022
Q4
$1.44K Hold
10
﹤0.01% 883
2022
Q3
$2K Hold
10
﹤0.01% 819
2022
Q2
$1K Hold
10
﹤0.01% 813
2022
Q1
$2K Hold
10
﹤0.01% 793
2021
Q4
$3K Hold
10
﹤0.01% 787
2021
Q3
$3K Hold
10
﹤0.01% 781
2021
Q2
$2K Hold
10
﹤0.01% 799
2021
Q1
$2K Sell
10
-290
-97% -$58K ﹤0.01% 799
2020
Q4
$84K Buy
+300
New +$84K 0.01% 477