Clearstead Advisors’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$623K	Sell	2,243 -1,526	-40%	-$455K	0.01%	657
2025 Q4	$1.18M	Buy	3,769 +1,022	+37%	+$333K	0.01%	431
2025 Q3	$965K	Sell	2,747 -130	-5%	-$44.7K	0.01%	480
2025 Q2	$887K	Buy	2,877 +2,432	+547%	+$707K	0.01%	477
2025 Q1	$113K	Buy	445 +236	+113%	+$65.6K	﹤0.01%	967
2024 Q4	$62.7K	Buy	209 +56	+37%	+$16.3K	﹤0.01%	1113
2024 Q3	$41.5K	Buy	153 +8	+6%	+$2.21K	﹤0.01%	1242
2024 Q2	$44.6K	Buy	145 +131	+936%	+$38.8K	﹤0.01%	1191
2024 Q1	$3.98K	Sell	14 -17	-55%	-$5.03K	﹤0.01%	1209
2023 Q4	$8.44K	Buy	31 +3	+11%	+$773	﹤0.01%	1087
2023 Q3	$6.56K	Buy	28 +14	+100%	+$3.28K	﹤0.01%	1178
2023 Q2	$3.28K	Sell	14 -11	-44%	-$2.39K	﹤0.01%	1087
2023 Q1	$5.25K	Buy	+25	New	+$4.73K	﹤0.01%	1020
2022 Q3	–	Sell	-58	Closed	-$9K	–	1261
2022 Q2	$9K	Buy	+58	New	+$8.76K	﹤0.01%	930
2021 Q3	–	Sell	-21	Closed	-$3K	–	1301
2021 Q2	$3K	Buy	+21	New	+$2.78K	﹤0.01%	953