Circle Wealth Management’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 | $1.01M | Buy |
3,277
+1,565
| +91% | +$482K | 0.02% | 113 |
|
|
2025
Q1 | $435K | Buy |
1,712
+1,033
| +152% | +$263K | 0.01% | 175 |
|
|
2024
Q4 | $204K | Buy |
+679
| New | +$204K | ﹤0.01% | 211 |
|
|
2024
Q3 | – | Sell |
-1,041
| Closed | -$320K | – | 216 |
|
|
2024
Q2 | $320K | Sell |
1,041
-136
| -12% | -$41.9K | 0.01% | 190 |
|
|
2024
Q1 | $366K | Sell |
1,177
-749
| -39% | -$233K | 0.01% | 162 |
|
|
2023
Q4 | $525K | Buy |
1,926
+37
| +2% | +$10.1K | 0.01% | 136 |
|
|
2023
Q3 | $443K | Buy |
+1,889
| New | +$443K | 0.01% | 141 |
|