Retirement Planning Company of New England’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
2,404
-1,234
-34% -$276K 0.24% 122
2025
Q1
$532K Sell
3,638
-250
-6% -$36.5K 0.26% 114
2024
Q4
$600K Buy
3,888
+13
+0.3% +$2.01K 0.29% 104
2024
Q3
$445K Buy
3,875
+1,060
+38% +$122K 0.22% 131
2024
Q2
$380K Buy
2,815
+153
+6% +$20.7K 0.21% 135
2024
Q1
$430K Buy
+2,662
New +$430K 0.24% 127
2022
Q1
Sell
-35
Closed -$11K 765
2021
Q4
$11K Buy
+35
New +$11K 0.01% 634