DWM
Diversify Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
1,511
-109
| -7% | -$68.2K | 0.06% | 280 |
|
|
2025
Q1 | $746K | Sell |
1,620
-513
| -24% | -$236K | 0.06% | 284 |
|
|
2024
Q4 | $1.05M | Buy |
2,133
+1,469
| +221% | +$724K | 0.08% | 211 |
|
|
2024
Q3 | $328K | Buy |
+664
| New | +$328K | 0.03% | 380 |
|