Bordeaux 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 | $1.48M | Buy |
4,818
+132
| +3% | +$40.7K | 0.19% | 48 |
|
|
2025
Q1 | $1.19M | Sell |
4,686
-97
| -2% | -$24.7K | 0.22% | 50 |
|
|
2024
Q4 | $1.44M | Buy |
4,783
+45
| +0.9% | +$13.5K | 0.23% | 46 |
|
|
2024
Q3 | $1.28M | Buy |
4,738
+565
| +14% | +$153K | 0.23% | 47 |
|
|
2024
Q2 | $1.28M | Buy |
4,173
+21
| +0.5% | +$6.46K | 0.24% | 45 |
|
|
2024
Q1 | $1.29M | Sell |
4,152
-35
| -0.8% | -$10.9K | 0.43% | 28 |
|
|
2023
Q4 | $1.14M | Buy |
4,187
+14
| +0.3% | +$3.81K | 0.39% | 35 |
|
|
2023
Q3 | $978K | Sell |
4,173
-545
| -12% | -$128K | 0.4% | 32 |
|
|
2023
Q2 | $1.11M | Buy |
4,718
+447
| +10% | +$105K | 0.45% | 29 |
|
|
2023
Q1 | $897K | Buy |
4,271
+4
| +0.1% | +$840 | 0.46% | 31 |
|
|
2022
Q4 | $685K | Sell |
4,267
-19
| -0.4% | -$3.05K | 0.38% | 39 |
|
|
2022
Q3 | $700K | Buy |
4,286
+19
| +0.4% | +$3.1K | 0.44% | 39 |
|
|
2022
Q2 | $640K | Sell |
4,267
-102
| -2% | -$15.3K | 0.44% | 41 |
|
|
2022
Q1 | $718K | Buy |
4,369
+134
| +3% | +$22K | 0.39% | 44 |
|
|
2021
Q4 | $789K | Buy |
4,235
+85
| +2% | +$15.8K | 0.36% | 48 |
|
|
2021
Q3 | $628K | Hold |
4,150
| – | – | 0.36% | 46 |
|
|
2021
Q2 | $568K | Hold |
4,150
| – | – | 0.33% | 47 |
|
|
2021
Q1 | $569K | Hold |
4,150
| – | – | 0.39% | 39 |
|
|
2020
Q4 | $566K | Buy |
+4,150
| New | +$566K | 0.43% | 37 |
|