Vishria Bird Financial Group’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	–	Sell	-23,128	Closed	-$3.38M	–	94
2025 Q1	$3.38M	Sell	23,128 -501	-2%	-$85K	1.15%	23
2024 Q4	$3.65M	Sell	23,629 -149	-0.6%	-$21K	1.28%	21
2024 Q3	$2.73M	Sell	23,778 -17	-0.1%	-$2.09K	1.04%	21
2024 Q2	$3.21M	Sell	23,795 -9	-0%	-$1.33K	1.35%	20
2024 Q1	$3.85M	Buy	23,804 +648	+3%	+$126K	1.65%	20
2023 Q4	$4.61M	Sell	23,156 -632	-3%	-$107K	2.18%	18
2023 Q3	$3.63M	Sell	23,788 -6	-0%	-$977	2.06%	16
2023 Q2	$4.19M	Sell	23,794 -25	-0.1%	-$4.06K	2.49%	15
2023 Q1	$3.67M	Sell	23,819 -72	-0.3%	-$10.6K	2.35%	15
2022 Q4	$3.43M	Sell	23,891 -30	-0.1%	-$4.58K	2.39%	15
2022 Q3	$4.07M	Hold	23,921	–	–	2.74%	16
2022 Q2	$3.33M	Buy	+23,921	New	+$3.79M	2.21%	15