CWM
Circle Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.06M | Sell |
2,480
-30
| -1% | -$12.9K | 0.02% | 109 |
|
|
2024
Q4 | $1.22M | Sell |
2,510
-1,627
| -39% | -$790K | 0.03% | 99 |
|
|
2024
Q3 | $2.09M | Buy |
4,137
+1,471
| +55% | +$745K | 0.05% | 69 |
|
|
2024
Q2 | $1.59M | Buy |
+2,666
| New | +$1.59M | 0.04% | 75 |
|