Waldron Private Wealth’s Synopsys SNPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-777
Closed -$377K 411
2024
Q4
$377K Sell
777
-767
-50% -$372K 0.02% 294
2024
Q3
$782K Buy
1,544
+1,055
+216% +$534K 0.03% 188
2024
Q2
$291K Hold
489
0.01% 321
2024
Q1
$279K Buy
489
+38
+8% +$21.7K 0.01% 328
2023
Q4
$232K Sell
451
-9
-2% -$4.63K 0.01% 359
2023
Q3
$211K Sell
460
-32
-7% -$14.7K 0.01% 347
2023
Q2
$214K Sell
492
-305
-38% -$133K 0.01% 346
2023
Q1
$308K Buy
797
+21
+3% +$8.11K 0.02% 324
2022
Q4
$237K Hold
776
0.01% 330
2022
Q3
$237K Buy
776
+7
+0.9% +$2.14K 0.01% 332
2022
Q2
$233K Buy
+769
New +$233K 0.01% 343