Roberts Wealth Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2025
Q1
$292K Sell
2024
Q4
$414K Hold
2024
Q3
$284K Hold
2024
Q2
$344K Hold
2024
Q1
$380K Buy
2023
Q4
Sell
2023
Q3
$656K Hold
2023
Q2
$712K Hold
2023
Q1
$629K Hold
2022
Q4
$548K Hold
2022
Q3
$764K Hold
2022
Q2
$646K Hold
2022
Q1
$950K Hold
2021
Q4
$1.34M Hold
2021
Q3
$1.22M Buy