Integrated Wealth Concepts’s Synopsys SNPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-760
Closed -$326K 1994
2025
Q1
$326K Buy
760
+79
+12% +$33.9K ﹤0.01% 1364
2024
Q4
$331K Buy
681
+12
+2% +$5.82K ﹤0.01% 1312
2024
Q3
$339K Sell
669
-9
-1% -$4.56K ﹤0.01% 1261
2024
Q2
$403K Buy
678
+97
+17% +$57.7K 0.01% 1154
2024
Q1
$332K Buy
+581
New +$332K ﹤0.01% 1265
2022
Q1
Sell
-734
Closed -$270K 1044
2021
Q4
$270K Buy
734
+21
+3% +$7.73K 0.01% 826
2021
Q3
$213K Buy
+713
New +$213K 0.01% 873