AWA
Aaron Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
1,487
+525
| +55% | +$162K | 0.05% | 264 |
|
|
2025
Q1 | $245K | Sell |
962
-30
| -3% | -$7.63K | 0.03% | 385 |
|
|
2024
Q4 | $298K | Buy |
992
+202
| +26% | +$60.7K | 0.03% | 321 |
|
|
2024
Q3 | $214K | Sell |
790
-382
| -33% | -$104K | 0.03% | 397 |
|
|
2024
Q2 | $361K | Buy |
1,172
+142
| +14% | +$43.7K | 0.05% | 207 |
|
|
2024
Q1 | $321K | Sell |
1,030
-149
| -13% | -$46.4K | 0.05% | 213 |
|
|
2023
Q4 | $321K | Buy |
1,179
+52
| +5% | +$14.2K | 0.05% | 182 |
|
|
2023
Q3 | $264K | Sell |
1,127
-188
| -14% | -$44K | 0.03% | 213 |
|
|
2023
Q2 | $308K | Buy |
1,315
+11
| +0.8% | +$2.58K | 0.04% | 200 |
|
|
2023
Q1 | $274K | Buy |
+1,304
| New | +$274K | 0.04% | 207 |
|
|
2022
Q4 | – | Sell |
-1,314
| Closed | -$215K | – | 244 |
|
|
2022
Q3 | $215K | Buy |
+1,314
| New | +$215K | 0.04% | 198 |
|
|
2022
Q2 | – | Sell |
-126,140
| Closed | -$767K | – | 300 |
|
|
2022
Q1 | $767K | Buy |
+126,140
| New | +$767K | 0.01% | 405 |
|