SW
SkyOak Wealth’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+983
| New | +$220K | 0.04% | 225 |
|
|
2024
Q4 | – | Sell |
-5,155
| Closed | -$592K | – | 278 |
|
|
2024
Q3 | $592K | Buy |
5,155
+900
| +21% | +$103K | 0.13% | 105 |
|
|
2024
Q2 | $575K | Buy |
4,255
+1,000
| +31% | +$135K | 0.13% | 108 |
|
|
2024
Q1 | $526K | Buy |
3,255
+350
| +12% | +$56.6K | 0.13% | 118 |
|
|
2023
Q4 | $578K | Sell |
2,905
-1,000
| -26% | -$199K | 0.15% | 106 |
|
|
2023
Q3 | $597K | Buy |
+3,905
| New | +$597K | 0.17% | 98 |
|
|
2022
Q1 | – | Sell |
-850
| Closed | -$288K | – | 267 |
|
|
2021
Q4 | $288K | Sell |
850
-590
| -41% | -$200K | 0.07% | 187 |
|
|
2021
Q3 | $435K | Buy |
+1,440
| New | +$435K | 0.12% | 141 |
|