LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Cadence Design Systems CDNS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Hold	1,072	–	–	﹤0.01%	238
2025 Q1	$285K	Buy	1,072 +40	+4%	+$10.6K	﹤0.01%	241
2024 Q4	$299K	Hold	1,032	–	–	﹤0.01%	243
2024 Q3	$259K	Buy	1,032 +21	+2%	+$5.28K	﹤0.01%	254
2024 Q2	$315K	Hold	1,011	–	–	﹤0.01%	231
2024 Q1	$288K	Buy	+1,011	New	+$288K	﹤0.01%	239
2022 Q2	–	Sell	-42	Closed	-$7K	–	636
2022 Q1	$7K	Hold	42	–	–	﹤0.01%	563
2021 Q4	$8K	Hold	42	–	–	﹤0.01%	625
2021 Q3	$6K	Hold	42	–	–	﹤0.01%	639
2021 Q2	$6K	Buy	+42	New	+$6K	﹤0.01%	710
2021 Q1	–	Sell	-42	Closed	-$6K	–	375
2020 Q4	$6K	Hold	42	–	–	﹤0.01%	664
2020 Q3	$4K	Hold	42	–	–	﹤0.01%	548
2020 Q2	$4K	Hold	42	–	–	﹤0.01%	542
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	601
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	626
2019 Q3	$3K	Hold	42	–	–	﹤0.01%	622
2019 Q2	$3K	Hold	42	–	–	﹤0.01%	640
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	616
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	625
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	598
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	608
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	656
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	641
2017 Q3	$2K	Buy	+42	New	+$2K	﹤0.01%	636