Axxcess Wealth Management’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
2026 Q1	$514K	Sell	1,850 -442	-19%	-$132K	0.02%	299
2025 Q4	$716K	Sell	2,292 -94	-4%	-$30.7K	0.01%	588
2025 Q3	$838K	Buy	2,386 +635	+36%	+$218K	0.02%	489
2025 Q2	$540K	Sell	1,751 -91	-5%	-$26.5K	0.01%	576
2025 Q1	$468K	Sell	1,842 -328	-15%	-$91.2K	0.01%	573
2024 Q4	$652K	Sell	2,170 -463	-18%	-$135K	0.02%	491
2024 Q3	$714K	Sell	2,633 -449	-15%	-$124K	0.02%	475
2024 Q2	$948K	Sell	3,082 -7,515	-71%	-$2.23M	0.03%	387
2024 Q1	$3.3M	Buy	10,597 +1,618	+18%	+$479K	0.09%	177
2023 Q4	$2.45M	Buy	8,979 +381	+4%	+$98.2K	0.07%	213
2023 Q3	$2.01M	Buy	+8,598	New	+$2.01M	0.07%	208
2023 Q2	–	Sell	-7,690	Closed	-$1.62M	–	610
2023 Q1	$1.62M	Buy	7,690 +927	+14%	+$175K	0.12%	166
2022 Q4	$1.09M	Buy	6,763 +4,766	+239%	+$762K	0.09%	211
2022 Q3	$326K	Buy	+1,997	New	+$343K	0.03%	387
2022 Q1	–	Sell	-3,566	Closed	-$665K	–	643
2021 Q4	$665K	Buy	+3,566	New	+$622K	0.05%	297