LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Buy |
222,440
+25,416
| +13% | +$13M | 1.01% | 29 |
|
|
2025
Q1 | $83.2M | Buy |
197,024
+29,497
| +18% | +$12.5M | 0.81% | 32 |
|
|
2024
Q4 | $85.6M | Buy |
167,527
+15,254
| +10% | +$7.79M | 0.74% | 36 |
|
|
2024
Q3 | $75.4M | Buy |
152,273
+85,475
| +128% | +$42.3M | 0.67% | 37 |
|
|
2024
Q2 | $40.9M | Buy |
66,798
+65,852
| +6,961% | +$40.4M | 0.38% | 52 |
|
|
2024
Q1 | $488K | Buy |
946
+36
| +4% | +$18.6K | ﹤0.01% | 195 |
|
|
2023
Q4 | $485K | Buy |
910
+60
| +7% | +$32K | ﹤0.01% | 200 |
|
|
2023
Q3 | $407K | Hold |
850
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $370K | Hold |
850
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $328K | Hold |
850
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $271K | Hold |
850
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $260K | Hold |
850
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $258K | Sell |
850
-25
| -3% | -$7.59K | ﹤0.01% | 260 |
|
|
2022
Q1 | $292K | Sell |
875
-20
| -2% | -$6.67K | ﹤0.01% | 253 |
|
|
2021
Q4 | $330K | Hold |
895
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $268K | Hold |
895
| – | – | ﹤0.01% | 270 |
|
|
2021
Q2 | $247K | Hold |
895
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $222K | Buy |
895
+7
| +0.8% | +$1.74K | ﹤0.01% | 282 |
|
|
2020
Q4 | $230K | Buy |
888
+13
| +1% | +$3.37K | ﹤0.01% | 268 |
|
|
2020
Q3 | $187K | Hold |
875
| – | – | ﹤0.01% | 266 |
|
|
2020
Q2 | $171K | Hold |
875
| – | – | ﹤0.01% | 262 |
|
|
2020
Q1 | $113K | Buy |
875
+850
| +3,400% | +$110K | ﹤0.01% | 286 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 633 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 627 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 645 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 623 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 670 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 662 |
|
|
2017
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 663 |
|