CWM
Congress Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
38,991
+728
| +2% | +$373K | 0.19% | 125 |
|
|
2025
Q1 | $16.4M | Buy |
38,263
+1,102
| +3% | +$473K | 0.2% | 134 |
|
|
2024
Q4 | $18M | Buy |
37,161
+192
| +0.5% | +$93.2K | 0.25% | 115 |
|
|
2024
Q3 | $18.7M | Buy |
36,969
+715
| +2% | +$362K | 0.25% | 107 |
|
|
2024
Q2 | $21.6M | Buy |
36,254
+1,144
| +3% | +$681K | 0.34% | 68 |
|
|
2024
Q1 | $20.1M | Sell |
35,110
-222
| -0.6% | -$127K | 0.35% | 68 |
|
|
2023
Q4 | $18.2M | Buy |
35,332
+608
| +2% | +$313K | 0.33% | 71 |
|
|
2023
Q3 | $15.9M | Buy |
34,724
+427
| +1% | +$196K | 0.33% | 68 |
|
|
2023
Q2 | $14.9M | Sell |
34,297
-328
| -0.9% | -$143K | 0.35% | 67 |
|
|
2023
Q1 | $13.4M | Sell |
34,625
-172
| -0.5% | -$66.4K | 0.32% | 73 |
|
|
2022
Q4 | $11.1M | Sell |
34,797
-6,382
| -15% | -$2.04M | 0.29% | 102 |
|
|
2022
Q3 | $12.6M | Buy |
41,179
+282
| +0.7% | +$86.2K | 0.34% | 71 |
|
|
2022
Q2 | $12.4M | Sell |
40,897
-233
| -0.6% | -$70.8K | 0.32% | 74 |
|
|
2022
Q1 | $13.7M | Buy |
41,130
+1,134
| +3% | +$378K | 0.3% | 86 |
|
|
2021
Q4 | $14.7M | Buy |
+39,996
| New | +$14.7M | 0.29% | 89 |
|