Brandywine Oak Private Wealth’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 | $387K | Hold |
1,257
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $320K | Sell |
1,257
-5
| -0.4% | -$1.27K | 0.03% | 177 |
|
|
2024
Q4 | $379K | Buy |
1,262
+62
| +5% | +$18.6K | 0.04% | 173 |
|
|
2024
Q3 | $325K | Hold |
1,200
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $369K | Hold |
1,200
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $374K | Hold |
1,200
| – | – | 0.04% | 172 |
|
|
2023
Q4 | $327K | Hold |
1,200
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $281K | Hold |
1,200
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $281K | Hold |
1,200
| – | – | 0.03% | 206 |
|
|
2023
Q1 | $252K | Buy |
+1,200
| New | +$252K | 0.03% | 218 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$223K | – | 344 |
|
|
2021
Q4 | $223K | Buy |
+1,200
| New | +$223K | 0.02% | 322 |
|