BSW Wealth Partners’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 | $346K | Hold |
1,122
| – | – | 0.05% | 217 |
|
|
2025
Q1 | $285K | Sell |
1,122
-107
| -9% | -$27.2K | 0.04% | 240 |
|
|
2024
Q4 | $369K | Buy |
1,229
+94
| +8% | +$28.2K | 0.05% | 199 |
|
|
2024
Q3 | $308K | Sell |
1,135
-328
| -22% | -$88.9K | 0.05% | 222 |
|
|
2024
Q2 | $450K | Buy |
1,463
+30
| +2% | +$9.23K | 0.07% | 145 |
|
|
2024
Q1 | $446K | Sell |
1,433
-191
| -12% | -$59.5K | 0.08% | 151 |
|
|
2023
Q4 | $442K | Buy |
1,624
+44
| +3% | +$12K | 0.09% | 136 |
|
|
2023
Q3 | $370K | Sell |
1,580
-159
| -9% | -$37.3K | 0.08% | 139 |
|
|
2023
Q2 | $408K | Buy |
1,739
+40
| +2% | +$9.38K | 0.09% | 134 |
|
|
2023
Q1 | $357K | Sell |
1,699
-87
| -5% | -$18.3K | 0.07% | 192 |
|
|
2022
Q4 | $287K | Sell |
1,786
-205
| -10% | -$32.9K | 0.06% | 227 |
|
|
2022
Q3 | $325K | Sell |
1,991
-67
| -3% | -$10.9K | 0.08% | 165 |
|
|
2022
Q2 | $309K | Buy |
2,058
+130
| +7% | +$19.5K | 0.07% | 183 |
|
|
2022
Q1 | $317K | Buy |
+1,928
| New | +$317K | 0.08% | 197 |
|