United Capital Financial Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Buy
10,734
+310
+3% +$69.4K 0.02% 404
2025
Q1
$1.52M Buy
10,424
+130
+1% +$19K 0.01% 470
2024
Q4
$1.59M Buy
10,294
+1,859
+22% +$287K 0.01% 463
2024
Q3
$969K Buy
8,435
+338
+4% +$38.8K 0.01% 548
2024
Q2
$1.09M Sell
8,097
-1,791
-18% -$242K 0.01% 505
2024
Q1
$1.6M Sell
9,888
-342
-3% -$55.3K 0.01% 468
2023
Q4
$2.04M Sell
10,230
-6,049
-37% -$1.2M 0.02% 413
2023
Q3
$2.49M Buy
16,279
+2,815
+21% +$430K 0.02% 394
2023
Q2
$2.37M Buy
13,464
+4,239
+46% +$746K 0.01% 419
2023
Q1
$1.42M Sell
9,225
-775
-8% -$120K 0.01% 505
2022
Q4
$1.44M Sell
10,000
-692
-6% -$99.3K 0.01% 545
2022
Q3
$1.82M Buy
10,692
+885
+9% +$150K 0.01% 492
2022
Q2
$1.36M Sell
9,807
-522
-5% -$72.6K 0.01% 566
2022
Q1
$2.37M Sell
10,329
-696
-6% -$159K 0.01% 484
2021
Q4
$3.74M Sell
11,025
-83
-0.7% -$28.1K 0.02% 421
2021
Q3
$3.36M Buy
11,108
+536
+5% +$162K 0.02% 435
2021
Q2
$2.56M Buy
10,572
+705
+7% +$170K 0.01% 493
2021
Q1
$2.26M Buy
9,867
+4,674
+90% +$1.07M 0.01% 483
2020
Q4
$1.46M Buy
+5,193
New +$1.46M 0.01% 577