MSWM
McGlone Suttner Wealth Management’s Synopsys SNPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $583K | Sell |
1,138
-1
| -0.1% | -$513 | 0.09% | 102 |
|
2025
Q1 | $488K | Buy |
1,139
+343
| +43% | +$147K | 0.08% | 117 |
|
2024
Q4 | $386K | Sell |
796
-455
| -36% | -$221K | 0.06% | 120 |
|
2024
Q3 | $633K | Buy |
1,251
+425
| +51% | +$215K | 0.13% | 85 |
|
2024
Q2 | $425K | Sell |
826
-285
| -26% | -$147K | 0.09% | 92 |
|
2024
Q1 | $635K | Buy |
1,111
+285
| +35% | +$163K | 0.12% | 79 |
|
2023
Q4 | $425K | Buy |
826
+83
| +11% | +$42.7K | 0.08% | 92 |
|
2023
Q3 | $341K | Buy |
743
+41
| +6% | +$18.8K | 0.08% | 97 |
|
2023
Q2 | $306K | Buy |
702
+46
| +7% | +$20K | 0.07% | 111 |
|
2023
Q1 | $253K | Buy |
+656
| New | +$253K | 0.07% | 120 |
|