Avantax Planning Partners’s Synopsys SNPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,082
| Closed | -$525K | – | 454 |
|
|
2024
Q4 | $525K | Buy |
1,082
+204
| +23% | +$99K | 0.02% | 254 |
|
|
2024
Q3 | $445K | Sell |
878
-590
| -40% | -$299K | 0.02% | 272 |
|
|
2024
Q2 | $874K | Sell |
1,468
-28
| -2% | -$16.7K | 0.03% | 219 |
|
|
2024
Q1 | $855K | Buy |
1,496
+187
| +14% | +$107K | 0.03% | 218 |
|
|
2023
Q4 | $674K | Sell |
1,309
-128
| -9% | -$65.9K | 0.03% | 206 |
|
|
2023
Q3 | $660K | Sell |
1,437
-6
| -0.4% | -$2.75K | 0.03% | 198 |
|
|
2023
Q2 | $628K | Sell |
1,443
-45
| -3% | -$19.6K | 0.03% | 216 |
|
|
2023
Q1 | $575K | Buy |
1,488
+227
| +18% | +$87.7K | 0.02% | 222 |
|
|
2022
Q4 | $403K | Sell |
1,261
-146
| -10% | -$46.6K | 0.02% | 258 |
|
|
2022
Q3 | $430K | Buy |
+1,407
| New | +$430K | 0.02% | 236 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$6K | – | 1048 |
|
|
2018
Q3 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1053 |
|
|
2018
Q2 | – | Sell |
-174
| Closed | -$14K | – | 1280 |
|
|
2018
Q1 | $14K | Buy |
+174
| New | +$14K | ﹤0.01% | 917 |
|