Advisor OS’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
$884K Sell
2,869
-337
-11% -$104K 0.09% 170
2025
Q1
$815K Sell
3,206
-363
-10% -$92.3K 0.09% 151
2024
Q4
$1.07M Sell
3,569
-735
-17% -$221K 0.12% 112
2024
Q3
$1.17M Sell
4,304
-440
-9% -$119K 0.12% 137
2024
Q2
$1.46M Buy
4,744
+499
+12% +$154K 0.16% 111
2024
Q1
$1.32M Sell
4,245
-181
-4% -$56.3K 0.15% 121
2023
Q4
$1.21M Sell
4,426
-958
-18% -$261K 0.16% 122
2023
Q3
$1.26M Buy
5,384
+89
+2% +$20.9K 0.19% 99
2023
Q2
$1.24M Sell
5,295
-663
-11% -$155K 0.2% 92
2023
Q1
$1.25M Sell
5,958
-289
-5% -$60.7K 0.3% 85
2022
Q4
$1M Sell
6,247
-384
-6% -$61.7K 0.27% 89
2022
Q3
$1.08M Sell
6,631
-1,054
-14% -$172K 0.33% 67
2022
Q2
$1.15M Sell
7,685
-472
-6% -$70.8K 0.34% 64
2022
Q1
$1.34M Sell
8,157
-3,463
-30% -$569K 0.39% 61
2021
Q4
$2.17M Buy
11,620
+780
+7% +$145K 0.44% 60
2021
Q3
$1.64M Sell
10,840
-1,129
-9% -$171K 0.36% 66
2021
Q2
$1.64M Buy
11,969
+2,286
+24% +$313K 0.34% 56
2021
Q1
$1.33M Buy
9,683
+1,439
+17% +$197K 0.3% 62
2020
Q4
$1.13M Buy
+8,244
New +$1.13M 0.3% 47