WMG Financial Advisors’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,785
| Closed | -$288K | – | 170 |
|
|
2024
Q1 | $288K | Sell |
1,785
-1,343
| -43% | -$217K | 0.17% | 98 |
|
|
2023
Q4 | $622K | Sell |
3,128
-850
| -21% | -$169K | 0.41% | 50 |
|
|
2023
Q3 | $608K | Buy |
3,978
+366
| +10% | +$55.9K | 0.52% | 43 |
|
|
2023
Q2 | $636K | Sell |
3,612
-300
| -8% | -$52.8K | 0.47% | 50 |
|
|
2023
Q1 | $604K | Buy |
3,912
+1,200
| +44% | +$185K | 0.5% | 49 |
|
|
2022
Q4 | $389K | Sell |
2,712
-500
| -16% | -$71.8K | 0.33% | 70 |
|
|
2022
Q3 | $544K | Buy |
3,212
+9
| +0.3% | +$1.52K | 0.49% | 56 |
|
|
2022
Q2 | $445K | Hold |
3,203
| – | – | 0.39% | 63 |
|
|
2022
Q1 | $734K | Hold |
3,203
| – | – | 0.54% | 44 |
|
|
2021
Q4 | $1.09M | Buy |
+3,203
| New | +$1.09M | 0.85% | 30 |
|