Carolinas Wealth Consulting’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
Sell
-7
Closed -$1.78K 138
2025
Q1
$1.78K Sell
7
-7
-50% -$1.78K ﹤0.01% 829
2024
Q4
$4.21K Sell
14
-29
-67% -$8.72K ﹤0.01% 672
2024
Q3
$11.7K Buy
43
+1
+2% +$271 ﹤0.01% 544
2024
Q2
$12.9K Sell
42
-3
-7% -$923 ﹤0.01% 527
2024
Q1
$14K Sell
45
-5
-10% -$1.56K ﹤0.01% 517
2023
Q4
$13.6K Hold
50
﹤0.01% 499
2023
Q3
$12K Sell
50
-31
-38% -$7.44K ﹤0.01% 496
2023
Q2
$19K Buy
81
+22
+37% +$5.16K ﹤0.01% 484
2023
Q1
$12.4K Hold
59
﹤0.01% 578
2022
Q4
$9.48K Buy
59
+52
+743% +$8.35K ﹤0.01% 627
2022
Q3
$1K Hold
7
﹤0.01% 799
2022
Q2
$1K Hold
7
﹤0.01% 799
2022
Q1
$1K Hold
7
﹤0.01% 828
2021
Q4
$1K Hold
7
﹤0.01% 865
2021
Q3
$1K Hold
7
﹤0.01% 834
2021
Q2
$1K Hold
7
﹤0.01% 845
2021
Q1
$1K Hold
7
﹤0.01% 851
2020
Q4
$1K Hold
7
﹤0.01% 779
2020
Q3
$1K Hold
7
﹤0.01% 800
2020
Q2
$1K Buy
+7
New +$1K ﹤0.01% 546