EWM
Evermay Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
1,569
+38
| +2% | +$19.5K | 0.1% | 96 |
|
|
2025
Q1 | $657K | Sell |
1,531
-42
| -3% | -$18K | 0.09% | 103 |
|
|
2024
Q4 | $763K | Sell |
1,573
-202
| -11% | -$98K | 0.12% | 97 |
|
|
2024
Q3 | $899K | Buy |
1,775
+340
| +24% | +$172K | 0.14% | 85 |
|
|
2024
Q2 | $854K | Buy |
1,435
+52
| +4% | +$30.9K | 0.14% | 89 |
|
|
2024
Q1 | $790K | Sell |
1,383
-88
| -6% | -$50.3K | 0.12% | 94 |
|
|
2023
Q4 | $757K | Buy |
1,471
+473
| +47% | +$244K | 0.14% | 77 |
|
|
2023
Q3 | $458K | Hold |
998
| – | – | 0.09% | 106 |
|
|
2023
Q2 | $435K | Buy |
998
+185
| +23% | +$80.6K | 0.08% | 112 |
|
|
2023
Q1 | $314K | Hold |
813
| – | – | 0.06% | 128 |
|
|
2022
Q4 | $260K | Hold |
813
| – | – | 0.05% | 144 |
|
|
2022
Q3 | $248K | Hold |
813
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $247K | Buy |
813
+58
| +8% | +$17.6K | 0.05% | 145 |
|
|
2022
Q1 | $252K | Buy |
755
+29
| +4% | +$9.68K | 0.04% | 166 |
|
|
2021
Q4 | $268K | Hold |
726
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $217K | Hold |
726
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $200K | Buy |
+726
| New | +$200K | 0.04% | 173 |
|