MSWM
Mowery & Schoenfeld Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
104
-12
| -10% | -$6.15K | 0.08% | 113 |
|
|
2025
Q1 | $49.7K | Buy |
116
+9
| +8% | +$3.86K | 0.1% | 133 |
|
|
2024
Q4 | $51.9K | Buy |
107
+26
| +32% | +$12.6K | 0.1% | 111 |
|
|
2024
Q3 | $41K | Hold |
81
| – | – | 0.06% | 111 |
|
|
2024
Q2 | $48.2K | Hold |
81
| – | – | 0.07% | 98 |
|
|
2024
Q1 | $46.3K | Sell |
81
-3
| -4% | -$1.72K | 0.09% | 78 |
|
|
2023
Q4 | $43.3K | Buy |
+84
| New | +$43.3K | 0.09% | 75 |
|