Clearstead Advisors’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 | $887K | Buy |
2,877
+2,432
| +547% | +$749K | 0.01% | 475 |
|
|
2025
Q1 | $113K | Buy |
445
+236
| +113% | +$60K | ﹤0.01% | 964 |
|
|
2024
Q4 | $62.7K | Buy |
209
+56
| +37% | +$16.8K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $41.5K | Buy |
153
+8
| +6% | +$2.17K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $44.6K | Buy |
145
+131
| +936% | +$40.3K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $3.98K | Sell |
14
-17
| -55% | -$4.84K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $8.44K | Buy |
31
+3
| +11% | +$817 | ﹤0.01% | 1085 |
|
|
2023
Q3 | $6.56K | Buy |
28
+14
| +100% | +$3.28K | ﹤0.01% | 1177 |
|
|
2023
Q2 | $3.28K | Sell |
14
-11
| -44% | -$2.58K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $5.25K | Buy |
+25
| New | +$5.25K | ﹤0.01% | 1020 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$9K | – | 1259 |
|
|
2022
Q2 | $9K | Buy |
+58
| New | +$9K | ﹤0.01% | 928 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$3K | – | 1298 |
|
|
2021
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 952 |
|