WDG
Wealth Dimensions Group’s Snowflake SNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+982
| New | +$220K | 0.05% | 156 |
|
|
2024
Q2 | – | Sell |
-1,270
| Closed | -$205K | – | 146 |
|
|
2024
Q1 | $205K | Buy |
+1,270
| New | +$205K | 0.06% | 138 |
|
|
2023
Q3 | – | Sell |
-1,144
| Closed | -$201K | – | 137 |
|
|
2023
Q2 | $201K | Buy |
+1,144
| New | +$201K | 0.07% | 133 |
|
|
2022
Q2 | – | Sell |
-5,960
| Closed | -$1.37M | – | 133 |
|
|
2022
Q1 | $1.37M | Hold |
5,960
| – | – | 0.63% | 27 |
|
|
2021
Q4 | $2.02M | Buy |
5,960
+125
| +2% | +$42.3K | 0.99% | 19 |
|
|
2021
Q3 | $1.77M | Sell |
5,835
-2,950
| -34% | -$892K | 1.13% | 19 |
|
|
2021
Q2 | $2.12M | Buy |
8,785
+110
| +1% | +$26.6K | 1.44% | 14 |
|
|
2021
Q1 | $1.99M | Buy |
+8,675
| New | +$1.99M | 1.54% | 14 |
|