A detailed history of Bergan Kdv Wealth Management, LLC transactions in Snowflake Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 58 shares of SNOW stock, worth $9,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 170 65.88%
Holding current value
$9,934
Previous $26,000 61.54%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$135.48 - $190.98 $15,173 - $21,389
-112 Reduced 65.88%
58 $10,000
Q1 2023

Apr 27, 2023

BUY
$121.56 - $178.05 $12,520 - $18,339
103 Added 153.73%
170 $26,000
Q4 2022

Jan 31, 2023

SELL
$126.26 - $188.91 $5,176 - $7,745
-41 Reduced 37.96%
67 $9,000
Q3 2022

Oct 24, 2022

BUY
$130.12 - $197.98 $650 - $989
5 Added 4.85%
108 $18,000
Q2 2022

Jul 13, 2022

BUY
$113.3 - $241.23 $339 - $723
3 Added 3.0%
103 $14,000
Q1 2022

May 09, 2022

SELL
$166.75 - $332.01 $833 - $1,660
-5 Reduced 4.76%
100 $23,000
Q4 2021

Jan 28, 2022

BUY
$294.68 - $401.89 $17,091 - $23,309
58 Added 123.4%
105 $36,000
Q3 2021

Nov 12, 2021

BUY
$236.75 - $324.08 $11,127 - $15,231
47 New
47 $14,000
Q2 2021

Aug 10, 2021

SELL
$188.24 - $251.25 $15,059 - $20,100
-80 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$208.6 - $314.29 $8,344 - $12,571
40 Added 100.0%
80 $18,000
Q4 2020

Feb 04, 2021

BUY
$227.1 - $390.0 $9,084 - $15,600
40 New
40 $11,000

Others Institutions Holding SNOW

About Snowflake Inc.


  • Ticker SNOW
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 320,000,000
  • Market Cap $54.8B
  • Description
  • Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company's platform offers Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data-driven applications, and share data. Its platform is used by various organizations of s...
More about SNOW
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.