Caldwell Trust’s Synopsys SNPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Hold
669
2025
Q1
$287K Hold
669
2024
Q4
$325K Hold
669
2024
Q3
$339K Hold
669
2024
Q2
$398K Hold
669
2024
Q1
$382K Hold
669
2023
Q4
$344K Hold
669
2023
Q3
$307K Hold
669
2023
Q2
$291K Hold
669
2023
Q1
$258K Hold
669
2022
Q4
$214K Hold
669
2022
Q3
$204K Hold
669
2022
Q2
$203K Hold
669
2022
Q1
$223K Hold
669
2021
Q4
$247K Hold
669
2021
Q3
$200K Hold
669
2021
Q2
$185K Hold
669
2021
Q1
$166K Hold
669
2020
Q4
$173K Hold
669
2020
Q3
$143K Hold
669
2020
Q2
$130K Hold
669
2020
Q1
$86.2K Hold
669
2019
Q4
$93.1K Buy
+669