RWA
Roberts Wealth Advisors’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,200
-800
| -40% | -$179K | 0.08% | 88 |
|
|
2025
Q1 | $292K | Sell |
2,000
-500
| -20% | -$73.1K | 0.09% | 91 |
|
|
2024
Q4 | $414K | Hold |
2,500
| – | – | 0.13% | 82 |
|
|
2024
Q3 | $284K | Hold |
2,500
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $344K | Hold |
2,500
| – | – | 0.12% | 78 |
|
|
2024
Q1 | $380K | Buy |
+2,500
| New | +$380K | 0.14% | 78 |
|
|
2023
Q4 | – | Sell |
-4,046
| Closed | -$656K | – | 78 |
|
|
2023
Q3 | $656K | Hold |
4,046
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $712K | Hold |
4,046
| – | – | 0.31% | 62 |
|
|
2023
Q1 | $629K | Hold |
4,046
| – | – | 0.29% | 65 |
|
|
2022
Q4 | $548K | Hold |
4,046
| – | – | 0.26% | 69 |
|
|
2022
Q3 | $764K | Hold |
4,046
| – | – | 0.38% | 64 |
|
|
2022
Q2 | $646K | Hold |
4,046
| – | – | 0.28% | 70 |
|
|
2022
Q1 | $950K | Hold |
4,046
| – | – | 0.37% | 69 |
|
|
2021
Q4 | $1.34M | Hold |
4,046
| – | – | 0.48% | 59 |
|
|
2021
Q3 | $1.22M | Buy |
+4,046
| New | +$1.22M | 0.48% | 57 |
|