Allworth Financial’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
$3.03M Buy
9,833
+8,099
+467% +$2.5M 0.01% 404
2025
Q1
$489K Buy
1,734
+312
+22% +$87.9K ﹤0.01% 685
2024
Q4
$457K Buy
1,422
+645
+83% +$207K ﹤0.01% 709
2024
Q3
$211K Buy
777
+69
+10% +$18.7K ﹤0.01% 809
2024
Q2
$198K Sell
708
-17
-2% -$4.76K ﹤0.01% 818
2024
Q1
$226K Buy
725
+115
+19% +$35.8K ﹤0.01% 741
2023
Q4
$166K Buy
610
+120
+24% +$32.7K ﹤0.01% 775
2023
Q3
$115K Buy
490
+65
+15% +$15.2K ﹤0.01% 835
2023
Q2
$99.7K Sell
425
-29
-6% -$6.8K ﹤0.01% 902
2023
Q1
$95.4K Buy
454
+57
+14% +$12K ﹤0.01% 872
2022
Q4
$63.8K Buy
397
+48
+14% +$7.71K ﹤0.01% 934
2022
Q3
$57K Sell
349
-288
-45% -$47K ﹤0.01% 912
2022
Q2
$96K Buy
637
+378
+146% +$57K ﹤0.01% 725
2022
Q1
$43K Buy
259
+18
+7% +$2.99K ﹤0.01% 946
2021
Q4
$45K Buy
241
+138
+134% +$25.8K ﹤0.01% 868
2021
Q3
$16K Buy
+103
New +$16K ﹤0.01% 1100
2020
Q3
Sell
-300
Closed -$29K 1173
2020
Q2
$29K Buy
+300
New +$29K ﹤0.01% 503