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 |
|