Atria Wealth Solutions’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.32M	Sell	14,013 -13,288	-49%	-$3.86M	0.1%	239
2025 Q1	$6.94M	Sell	27,301 -2,770	-9%	-$770K	0.08%	254
2024 Q4	$9.04M	Sell	30,071 -5,314	-15%	-$1.54M	0.1%	209
2024 Q3	$9.59M	Sell	35,385 -5,082	-13%	-$1.4M	0.1%	201
2024 Q2	$12.5M	Buy	40,467 +1,384	+4%	+$410K	0.14%	157
2024 Q1	$12.2M	Buy	39,083 +1,203	+3%	+$356K	0.14%	163
2023 Q4	$10.3M	Buy	37,880 +16,526	+77%	+$4.26M	0.13%	163
2023 Q3	$5M	Buy	21,354 +551	+3%	+$129K	0.07%	291
2023 Q2	$4.88M	Buy	20,803 +8,411	+68%	+$1.83M	0.07%	292
2023 Q1	$2.6M	Buy	12,392 +175	+1%	+$33.1K	0.04%	452
2022 Q4	$1.96M	Sell	12,217 -1,365	-10%	-$218K	0.03%	521
2022 Q3	$2.22M	Buy	13,582 +2,898	+27%	+$498K	0.04%	442
2022 Q2	$1.6M	Buy	10,684 +3,030	+40%	+$457K	0.03%	514
2022 Q1	$1.26M	Buy	+7,654	New	+$1.17M	0.02%	634