Skip to main content

9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

SNPS holding history

Synopsys Inc in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNPS overviewAll 13F holders of SNPSFull Q3 2024 holdings

Shares (Q3 2024)
3,160
Value
$1.60M
% of portfolio
0.2%
Quarters held
15
Since Q1 2021
Holdings of SNPS by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20243,160$1.60M0.2%+282+9.8%AddedHolders
Q2 20242,878$1.71M0.3%−4−0.1%ReducedHolders
Q1 20242,882$1.65M0.3%−26−0.9%ReducedHolders
Q4 20232,908$1.50M0.3%+32+1.1%AddedHolders
Q3 20232,876$1.32M0.3%00.0%UnchangedHolders
Q2 20232,876$1.25M0.2%+5+0.2%AddedHolders
Q1 20232,871$1.11M0.2%−10−0.3%ReducedHolders
Q4 20222,881$919.9K0.2%+401+16.2%AddedHolders
Q3 20222,480$758.0K0.2%00.0%UnchangedHolders
Q2 20222,480$753.0K0.2%−172−6.5%ReducedHolders
Q1 20222,652$884.0K0.2%−266−9.1%ReducedHolders
Q4 20212,918$1.07M0.2%+16+0.6%AddedHolders
Q3 20212,902$869.0K0.2%00.0%UnchangedHolders
Q2 20212,902$800.0K0.2%+135+4.9%AddedHolders
Q1 20212,767$686.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.