EP Wealth Advisors’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
2,992
+81
| +3% | +$41.5K | 0.01% | 469 |
|
|
2025
Q1 | $1.25M | Buy |
2,911
+800
| +38% | +$343K | 0.01% | 453 |
|
|
2024
Q4 | $1.02M | Buy |
2,111
+70
| +3% | +$34K | 0.01% | 494 |
|
|
2024
Q3 | $1.03M | Buy |
2,041
+547
| +37% | +$277K | 0.01% | 488 |
|
|
2024
Q2 | $889K | Buy |
1,494
+94
| +7% | +$55.9K | 0.01% | 416 |
|
|
2024
Q1 | $800K | Buy |
1,400
+210
| +18% | +$120K | 0.01% | 419 |
|
|
2023
Q4 | $613K | Buy |
1,190
+31
| +3% | +$16K | 0.01% | 457 |
|
|
2023
Q3 | $532K | Sell |
1,159
-16,442
| -93% | -$7.55M | 0.01% | 452 |
|
|
2023
Q2 | $215K | Buy |
+17,601
| New | +$215K | ﹤0.01% | 640 |
|
|
2022
Q3 | – | Sell |
-939
| Closed | -$285K | – | 592 |
|
|
2022
Q2 | $285K | Sell |
939
-35
| -4% | -$10.6K | 0.01% | 491 |
|
|
2022
Q1 | $325K | Hold |
974
| – | – | 0.01% | 475 |
|
|
2021
Q4 | $359K | Sell |
974
-12
| -1% | -$4.42K | 0.01% | 427 |
|
|
2021
Q3 | $295K | Buy |
986
+21
| +2% | +$6.28K | 0.01% | 433 |
|
|
2021
Q2 | $266K | Buy |
965
+45
| +5% | +$12.4K | 0.01% | 466 |
|
|
2021
Q1 | $228K | Buy |
920
+24
| +3% | +$5.95K | 0.01% | 451 |
|
|
2020
Q4 | $232K | Buy |
+896
| New | +$232K | 0.01% | 385 |
|