Atria Wealth Solutions’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 | $4.32M | Sell |
14,013
-13,288
| -49% | -$4.09M | 0.1% | 239 |
|
2025
Q1 | $6.94M | Sell |
27,301
-2,770
| -9% | -$705K | 0.08% | 254 |
|
2024
Q4 | $9.04M | Sell |
30,071
-5,314
| -15% | -$1.6M | 0.1% | 209 |
|
2024
Q3 | $9.59M | Sell |
35,385
-5,082
| -13% | -$1.38M | 0.1% | 201 |
|
2024
Q2 | $12.5M | Buy |
40,467
+1,384
| +4% | +$426K | 0.14% | 156 |
|
2024
Q1 | $12.2M | Buy |
39,083
+1,203
| +3% | +$374K | 0.14% | 163 |
|
2023
Q4 | $10.3M | Buy |
37,880
+16,526
| +77% | +$4.5M | 0.13% | 162 |
|
2023
Q3 | $5M | Buy |
21,354
+551
| +3% | +$129K | 0.07% | 291 |
|
2023
Q2 | $4.88M | Buy |
20,803
+8,411
| +68% | +$1.97M | 0.07% | 292 |
|
2023
Q1 | $2.6M | Buy |
12,392
+175
| +1% | +$36.8K | 0.04% | 452 |
|
2022
Q4 | $1.96M | Sell |
12,217
-1,365
| -10% | -$219K | 0.03% | 520 |
|
2022
Q3 | $2.22M | Buy |
13,582
+2,898
| +27% | +$474K | 0.04% | 439 |
|
2022
Q2 | $1.6M | Buy |
10,684
+3,030
| +40% | +$454K | 0.03% | 497 |
|
2022
Q1 | $1.26M | Buy |
+7,654
| New | +$1.26M | 0.02% | 634 |
|