Carson Wealth (CWM LLC)’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
5,874
+941
| +19% | +$483K | 0.01% | 784 |
|
|
2025
Q1 | $2.12M | Sell |
4,933
-257
| -5% | -$110K | 0.01% | 814 |
|
|
2024
Q4 | $2.52M | Sell |
5,190
-54
| -1% | -$26.2K | 0.01% | 695 |
|
|
2024
Q3 | $2.66M | Sell |
5,244
-89
| -2% | -$45.1K | 0.01% | 611 |
|
|
2024
Q2 | $3.17M | Buy |
5,333
+477
| +10% | +$284K | 0.02% | 521 |
|
|
2024
Q1 | $2.78M | Buy |
4,856
+1,547
| +47% | +$884K | 0.01% | 540 |
|
|
2023
Q4 | $1.7M | Buy |
3,309
+121
| +4% | +$62.3K | 0.01% | 611 |
|
|
2023
Q3 | $1.46M | Sell |
3,188
-557
| -15% | -$256K | 0.01% | 617 |
|
|
2023
Q2 | $1.63M | Sell |
3,745
-167
| -4% | -$72.7K | 0.01% | 564 |
|
|
2023
Q1 | $1.51M | Buy |
3,912
+1,219
| +45% | +$471K | 0.01% | 538 |
|
|
2022
Q4 | $860K | Sell |
2,693
-64
| -2% | -$20.4K | 0.01% | 657 |
|
|
2022
Q3 | $842K | Buy |
2,757
+552
| +25% | +$169K | 0.01% | 596 |
|
|
2022
Q2 | $670K | Buy |
2,205
+990
| +81% | +$301K | 0.01% | 664 |
|
|
2022
Q1 | $405K | Buy |
1,215
+535
| +79% | +$178K | ﹤0.01% | 785 |
|
|
2021
Q4 | $251K | Buy |
+680
| New | +$251K | ﹤0.01% | 930 |
|
|
2021
Q2 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q1 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q4 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q3 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q2 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q1 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q4 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q3 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q2 | $131K | Hold |
475
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q1 | $131K | Buy |
475
+317
| +201% | +$87.4K | ﹤0.01% | 1039 |
|
|
2018
Q4 | $13K | Sell |
158
-1
| -0.6% | -$82 | ﹤0.01% | 1252 |
|
|
2018
Q3 | $16K | Buy |
159
+45
| +39% | +$4.53K | ﹤0.01% | 1015 |
|
|
2018
Q2 | $10K | Hold |
114
| – | – | ﹤0.01% | 1004 |
|
|
2018
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 875 |
|
|
2017
Q4 | $10K | Hold |
114
| – | – | ﹤0.01% | 891 |
|
|
2017
Q3 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 920 |
|