SSWM
Sheets Smith Wealth Management’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
+2,474
| New | +$554K | 0.06% | 272 |
|
|
2024
Q1 | – | Sell |
-2,069
| Closed | -$412K | – | 393 |
|
|
2023
Q4 | $412K | Buy |
2,069
+7
| +0.3% | +$1.39K | 0.06% | 244 |
|
|
2023
Q3 | $315K | Sell |
2,062
-19
| -0.9% | -$2.9K | 0.05% | 269 |
|
|
2023
Q2 | $366K | Sell |
2,081
-117
| -5% | -$20.6K | 0.05% | 253 |
|
|
2023
Q1 | $339K | Buy |
2,198
+60
| +3% | +$9.26K | 0.05% | 247 |
|
|
2022
Q4 | $307K | Sell |
2,138
-55
| -3% | -$7.9K | 0.05% | 251 |
|
|
2022
Q3 | $373K | Buy |
2,193
+60
| +3% | +$10.2K | 0.06% | 224 |
|
|
2022
Q2 | $297K | Sell |
2,133
-3,263
| -60% | -$454K | 0.05% | 249 |
|
|
2022
Q1 | $1.24M | Buy |
5,396
+18
| +0.3% | +$4.12K | 0.17% | 125 |
|
|
2021
Q4 | $1.82M | Hold |
5,378
| – | – | 0.23% | 104 |
|
|
2021
Q3 | $1.63M | Hold |
5,378
| – | – | 0.22% | 113 |
|
|
2021
Q2 | $1.3M | Buy |
5,378
+16
| +0.3% | +$3.87K | 0.18% | 122 |
|
|
2021
Q1 | $1.23M | Buy |
5,362
+893
| +20% | +$205K | 0.18% | 126 |
|
|
2020
Q4 | $1.26M | Buy |
+4,469
| New | +$1.26M | 0.19% | 119 |
|