AE 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 | $3.11M | Buy |
10,098
+512
| +5% | +$158K | 0.02% | 440 |
|
|
2025
Q1 | $2.44M | Buy |
9,586
+841
| +10% | +$214K | 0.02% | 482 |
|
|
2024
Q4 | $2.63M | Buy |
8,745
+910
| +12% | +$273K | 0.02% | 474 |
|
|
2024
Q3 | $2.12M | Buy |
7,835
+725
| +10% | +$196K | 0.02% | 515 |
|
|
2024
Q2 | $2.19M | Buy |
7,110
+170
| +2% | +$52.3K | 0.02% | 501 |
|
|
2024
Q1 | $2.16M | Sell |
6,940
-41,858
| -86% | -$13M | 0.02% | 476 |
|
|
2023
Q4 | $14.2M | Buy |
48,798
+2,231
| +5% | +$649K | 0.07% | 315 |
|
|
2023
Q3 | $10.9M | Buy |
46,567
+2,130
| +5% | +$499K | 0.07% | 360 |
|
|
2023
Q2 | $10.4M | Buy |
44,437
+11,860
| +36% | +$2.78M | 0.06% | 357 |
|
|
2023
Q1 | $6.84M | Buy |
32,577
+24,402
| +298% | +$5.13M | 0.04% | 436 |
|
|
2022
Q4 | $1.31M | Buy |
8,175
+48
| +0.6% | +$7.71K | 0.01% | 882 |
|
|
2022
Q3 | $1.33M | Buy |
8,127
+1,489
| +22% | +$243K | 0.01% | 836 |
|
|
2022
Q2 | $996K | Buy |
6,638
+4,001
| +152% | +$600K | 0.01% | 888 |
|
|
2022
Q1 | $434K | Sell |
2,637
-9,487
| -78% | -$1.56M | ﹤0.01% | 1273 |
|
|
2021
Q4 | $2.26M | Buy |
12,124
+1,837
| +18% | +$342K | 0.02% | 660 |
|
|
2021
Q3 | $1.56M | Buy |
10,287
+323
| +3% | +$48.9K | 0.01% | 727 |
|
|
2021
Q2 | $1.36M | Buy |
9,964
+386
| +4% | +$52.8K | 0.01% | 736 |
|
|
2021
Q1 | $1.31M | Buy |
9,578
+256
| +3% | +$35.1K | 0.01% | 688 |
|
|
2020
Q4 | $1.27M | Buy |
9,322
+164
| +2% | +$22.4K | 0.01% | 638 |
|
|
2020
Q3 | $977K | Buy |
9,158
+857
| +10% | +$91.4K | 0.01% | 642 |
|
|
2020
Q2 | $797K | Buy |
+8,301
| New | +$797K | 0.01% | 697 |
|
|
2019
Q4 | – | Sell |
-4,266
| Closed | -$282K | – | 1126 |
|
|
2019
Q3 | $282K | Buy |
4,266
+1,075
| +34% | +$71.1K | 0.01% | 810 |
|
|
2019
Q2 | $226K | Buy |
+3,191
| New | +$226K | 0.01% | 859 |
|