Mount Yale Investment 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 | $619K | Buy |
+2,765
| New | +$619K | 0.05% | 298 |
|
|
2024
Q2 | – | Sell |
-1,999
| Closed | -$323K | – | 565 |
|
|
2024
Q1 | $323K | Buy |
+1,999
| New | +$323K | 0.02% | 433 |
|
|
2023
Q1 | – | Sell |
-2,389
| Closed | -$343K | – | 526 |
|
|
2022
Q4 | $343K | Buy |
+2,389
| New | +$343K | 0.04% | 334 |
|
|
2022
Q3 | – | Sell |
-2,044
| Closed | -$284K | – | 475 |
|
|
2022
Q2 | $284K | Buy |
+2,044
| New | +$284K | 0.04% | 367 |
|