Carson Wealth (CWM LLC)’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 | $3.77M | Buy |
12,247
+5,002
| +69% | +$1.54M | 0.01% | 682 |
|
|
2025
Q1 | $1.84M | Buy |
7,245
+183
| +3% | +$46.6K | 0.01% | 855 |
|
|
2024
Q4 | $2.12M | Sell |
7,062
-295
| -4% | -$88.6K | 0.01% | 764 |
|
|
2024
Q3 | $1.99M | Sell |
7,357
-274
| -4% | -$74.3K | 0.01% | 700 |
|
|
2024
Q2 | $2.35M | Buy |
7,631
+374
| +5% | +$115K | 0.01% | 603 |
|
|
2024
Q1 | $2.26M | Buy |
7,257
+585
| +9% | +$182K | 0.01% | 591 |
|
|
2023
Q4 | $1.82M | Buy |
6,672
+193
| +3% | +$52.6K | 0.01% | 597 |
|
|
2023
Q3 | $1.52M | Buy |
6,479
+383
| +6% | +$89.7K | 0.01% | 611 |
|
|
2023
Q2 | $1.43M | Buy |
6,096
+121
| +2% | +$28.4K | 0.01% | 600 |
|
|
2023
Q1 | $1.26M | Buy |
5,975
+258
| +5% | +$54.2K | 0.01% | 589 |
|
|
2022
Q4 | $918K | Buy |
5,717
+58
| +1% | +$9.31K | 0.01% | 641 |
|
|
2022
Q3 | $925K | Buy |
5,659
+548
| +11% | +$89.6K | 0.01% | 580 |
|
|
2022
Q2 | $767K | Buy |
5,111
+2,033
| +66% | +$305K | 0.01% | 622 |
|
|
2022
Q1 | $506K | Buy |
3,078
+552
| +22% | +$90.7K | ﹤0.01% | 726 |
|
|
2021
Q4 | $471K | Buy |
+2,526
| New | +$471K | ﹤0.01% | 746 |
|
|
2021
Q2 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2020
Q4 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2020
Q3 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2020
Q1 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2019
Q4 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2019
Q3 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2019
Q2 | $223K | Hold |
1,632
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $223K | Buy |
1,632
+1,471
| +914% | +$201K | ﹤0.01% | 866 |
|
|
2018
Q4 | $7K | Buy |
161
+113
| +235% | +$4.91K | ﹤0.01% | 1427 |
|
|
2018
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1504 |
|