Bartlett & Co Wealth Management’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 | $56.4K | Hold |
183
| – | – | ﹤0.01% | 637 |
|
|
2025
Q1 | $46.5K | Buy |
183
+109
| +147% | +$27.7K | ﹤0.01% | 662 |
|
|
2024
Q4 | $22.2K | Hold |
74
| – | – | ﹤0.01% | 791 |
|
|
2024
Q3 | $20.1K | Sell |
74
-175
| -70% | -$47.4K | ﹤0.01% | 820 |
|
|
2024
Q2 | $76.6K | Buy |
249
+49
| +25% | +$15.1K | ﹤0.01% | 588 |
|
|
2024
Q1 | $62.3K | Sell |
200
-1,507
| -88% | -$469K | ﹤0.01% | 627 |
|
|
2023
Q4 | $466K | Buy |
+1,707
| New | +$466K | 0.01% | 361 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$425 | – | 886 |
|
|
2019
Q2 | $425 | Buy |
+6
| New | +$425 | ﹤0.01% | 731 |
|