B. Riley Wealth Advisors’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 | $534K | Buy |
+1,732
| New | +$534K | 0.03% | 497 |
|
|
2024
Q4 | $461K | Sell |
1,535
-1,221
| -44% | -$367K | 0.02% | 724 |
|
|
2024
Q3 | $746K | Sell |
2,756
-1,803
| -40% | -$488K | 0.02% | 592 |
|
|
2024
Q2 | $1.4M | Sell |
4,559
-920
| -17% | -$283K | 0.04% | 435 |
|
|
2024
Q1 | $1.28M | Buy |
5,479
+1,160
| +27% | +$272K | 0.03% | 458 |
|
|
2023
Q4 | $1.18M | Sell |
4,319
-1,160
| -21% | -$316K | 0.03% | 478 |
|
|
2023
Q3 | $1.28M | Sell |
5,479
-80
| -1% | -$18.7K | 0.03% | 458 |
|
|
2023
Q2 | $1.3M | Buy |
5,559
+676
| +14% | +$159K | 0.03% | 484 |
|
|
2023
Q1 | $1.03M | Buy |
4,883
+91
| +2% | +$19.1K | 0.03% | 531 |
|
|
2022
Q4 | $770K | Sell |
4,792
-610
| -11% | -$98K | 0.02% | 628 |
|
|
2022
Q3 | $885K | Buy |
5,402
+1,069
| +25% | +$175K | 0.03% | 544 |
|
|
2022
Q2 | $651K | Buy |
4,333
+287
| +7% | +$43.1K | 0.03% | 564 |
|
|
2022
Q1 | $666K | Buy |
4,046
+197
| +5% | +$32.4K | 0.02% | 607 |
|
|
2021
Q4 | $718K | Buy |
3,849
+248
| +7% | +$46.3K | 0.02% | 641 |
|
|
2021
Q3 | $546K | Buy |
3,601
+88
| +3% | +$13.3K | 0.02% | 731 |
|
|
2021
Q2 | $481K | Sell |
3,513
-386
| -10% | -$52.9K | 0.02% | 785 |
|
|
2021
Q1 | $535K | Sell |
3,899
-113
| -3% | -$15.5K | 0.02% | 703 |
|
|
2020
Q4 | $548K | Buy |
4,012
+165
| +4% | +$22.5K | 0.03% | 511 |
|
|
2020
Q3 | $407K | Buy |
+3,847
| New | +$407K | 0.02% | 610 |
|
|
2018
Q1 | – | Sell |
-7,301
| Closed | -$306K | – | 678 |
|
|
2017
Q4 | $306K | Buy |
7,301
+1,110
| +18% | +$46.5K | 0.04% | 437 |
|
|
2017
Q3 | $245K | Buy |
+6,191
| New | +$245K | 0.04% | 434 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$4.37K | – | 835 |
|
|
2014
Q2 | $4.37K | Buy |
+250
| New | +$4.37K | ﹤0.01% | 2082 |
|