Circle Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Circle Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy
2025 Q1	$435K	Buy
2024 Q4	$204K	Buy
2024 Q3	–	Sell
2024 Q2	$320K	Sell
2024 Q1	$366K	Sell
2023 Q4	$525K	Buy
2023 Q3	$443K	Buy