Alta Wealth Advisors’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
Q1 | – | Sell |
-1,651
| Closed | -$496K | – | 144 |
|
|
2024
Q4 | $496K | Buy |
1,651
+193
| +13% | +$58K | 0.22% | 86 |
|
|
2024
Q3 | $395K | Sell |
1,458
-8
| -0.5% | -$2.17K | 0.18% | 94 |
|
|
2024
Q2 | $451K | Sell |
1,466
-12
| -0.8% | -$3.69K | 0.23% | 82 |
|
|
2024
Q1 | $460K | Buy |
1,478
+185
| +14% | +$57.6K | 0.23% | 81 |
|
|
2023
Q4 | $352K | Sell |
1,293
-10
| -0.8% | -$2.72K | 0.2% | 96 |
|
|
2023
Q3 | $305K | Buy |
+1,303
| New | +$305K | 0.19% | 107 |
|