Axxcess Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
1,751
-91
| -5% | -$28K | 0.01% | 575 |
|
|
2025
Q1 | $468K | Sell |
1,842
-328
| -15% | -$83.4K | 0.01% | 572 |
|
|
2024
Q4 | $652K | Sell |
2,170
-463
| -18% | -$139K | 0.02% | 490 |
|
|
2024
Q3 | $714K | Sell |
2,633
-449
| -15% | -$122K | 0.02% | 474 |
|
|
2024
Q2 | $948K | Sell |
3,082
-7,515
| -71% | -$2.31M | 0.03% | 386 |
|
|
2024
Q1 | $3.3M | Buy |
10,597
+1,618
| +18% | +$504K | 0.09% | 175 |
|
|
2023
Q4 | $2.45M | Buy |
8,979
+381
| +4% | +$104K | 0.07% | 212 |
|
|
2023
Q3 | $2.01M | Buy |
+8,598
| New | +$2.01M | 0.07% | 208 |
|
|
2023
Q2 | – | Sell |
-7,690
| Closed | -$1.62M | – | 608 |
|
|
2023
Q1 | $1.62M | Buy |
7,690
+927
| +14% | +$195K | 0.12% | 164 |
|
|
2022
Q4 | $1.09M | Buy |
6,763
+4,766
| +239% | +$766K | 0.09% | 211 |
|
|
2022
Q3 | $326K | Buy |
+1,997
| New | +$326K | 0.03% | 384 |
|
|
2022
Q1 | – | Sell |
-3,566
| Closed | -$665K | – | 637 |
|
|
2021
Q4 | $665K | Buy |
+3,566
| New | +$665K | 0.05% | 294 |
|