Avantax Advisory Services’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 | $3.14M | Sell |
10,206
-170
| -2% | -$52.4K | 0.02% | 603 |
|
|
2025
Q1 | $2.64M | Sell |
10,376
-1,998
| -16% | -$508K | 0.02% | 634 |
|
|
2024
Q4 | $3.72M | Buy |
12,374
+2,275
| +23% | +$684K | 0.02% | 489 |
|
|
2024
Q3 | $2.74M | Buy |
10,099
+617
| +7% | +$167K | 0.02% | 568 |
|
|
2024
Q2 | $2.92M | Buy |
9,482
+6,691
| +240% | +$2.06M | 0.02% | 537 |
|
|
2024
Q1 | $869K | Buy |
2,791
+743
| +36% | +$231K | 0.01% | 805 |
|
|
2023
Q4 | $558K | Buy |
2,048
+577
| +39% | +$157K | 0.01% | 938 |
|
|
2023
Q3 | $345K | Sell |
1,471
-23
| -2% | -$5.39K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $350K | Sell |
1,494
-59
| -4% | -$13.8K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $326K | Buy |
1,553
+38
| +3% | +$7.98K | ﹤0.01% | 1107 |
|
|
2022
Q4 | $243K | Buy |
1,515
+105
| +7% | +$16.9K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $230K | Buy |
+1,410
| New | +$230K | ﹤0.01% | 1133 |
|
|
2022
Q2 | – | Sell |
-1,319
| Closed | -$215K | – | 1315 |
|
|
2022
Q1 | $215K | Sell |
1,319
-130
| -9% | -$21.2K | ﹤0.01% | 1161 |
|
|
2021
Q4 | $270K | Buy |
+1,449
| New | +$270K | ﹤0.01% | 1023 |
|
|
2020
Q4 | – | Sell |
-2,336
| Closed | -$248K | – | 991 |
|
|
2020
Q3 | $248K | Buy |
+2,336
| New | +$248K | ﹤0.01% | 1114 |
|