Wealth Management Partners’s Snowflake SNOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,544	Closed	-$884K	–	119
2024 Q2	$884K	Sell	6,544 -2,090	-24%	-$309K	0.43%	48
2024 Q1	$1.4M	Buy	8,634 +1,248	+17%	+$242K	0.71%	30
2023 Q4	$1.47M	Buy	7,386 +184	+3%	+$31.1K	0.82%	29
2023 Q3	$1.1M	Buy	7,202 +1,446	+25%	+$235K	0.69%	31
2023 Q2	$1.01M	Buy	5,756 +979	+20%	+$159K	0.64%	33
2023 Q1	$737K	Buy	4,777 +777	+19%	+$114K	0.52%	45
2022 Q4	$543K	Hold	4,000	–	–	0.45%	51
2022 Q3	$622K	Buy	4,000 +1,000	+33%	+$166K	0.55%	46
2022 Q2	$431K	Hold	3,000	–	–	0.38%	56
2022 Q1	$613K	Buy	3,000 +1,000	+50%	+$258K	0.44%	52
2021 Q4	$748K	Buy	2,000 +258	+15%	+$89.9K	0.51%	47
2021 Q3	$527K	Buy	1,742 +402	+30%	+$114K	0.39%	56
2021 Q2	$324K	Sell	1,340 -94	-7%	-$21.9K	0.23%	89
2021 Q1	$336K	Buy	1,434 +478	+50%	+$128K	0.25%	82
2020 Q4	$269K	Buy	+956	New	+$272K	0.21%	97