Annis Gardner Whiting Capital 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
Q2 | $153K | Buy |
496
+179
| +56% | +$55.2K | 0.05% | 243 |
|
2025
Q1 | $80.6K | Sell |
317
-957
| -75% | -$243K | 0.03% | 295 |
|
2024
Q4 | $383K | Sell |
1,274
-116
| -8% | -$34.9K | 0.11% | 150 |
|
2024
Q3 | $377K | Sell |
1,390
-202
| -13% | -$54.7K | 0.11% | 158 |
|
2024
Q2 | $490K | Buy |
1,592
+207
| +15% | +$63.7K | 0.14% | 131 |
|
2024
Q1 | $431K | Buy |
1,385
+276
| +25% | +$85.9K | 0.15% | 111 |
|
2023
Q4 | $302K | Hold |
1,109
| – | – | 0.13% | 121 |
|
2023
Q3 | $260K | Buy |
+1,109
| New | +$260K | 0.14% | 117 |
|