1858 Wealth Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Hold |
1,719
| – | – | 0.39% | 58 |
|
|
2025
Q1 | $437K | Hold |
1,719
| – | – | 0.37% | 58 |
|
|
2024
Q4 | $516K | Sell |
1,719
-34
| -2% | -$10.2K | 0.41% | 63 |
|
|
2024
Q3 | $475K | Sell |
1,753
-4,832
| -73% | -$1.31M | 0.39% | 67 |
|
|
2024
Q2 | $2.03M | Buy |
6,585
+3,931
| +148% | +$1.21M | 1.68% | 16 |
|
|
2024
Q1 | $723K | Hold |
2,654
| – | – | 0.69% | 46 |
|
|
2023
Q4 | $723K | Buy |
+2,654
| New | +$723K | 0.69% | 46 |
|