Concord Wealth Partners’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 | $1.59M | Buy |
5,176
+342
| +7% | +$105K | 0.23% | 99 |
|
|
2025
Q1 | $1.23M | Buy |
4,834
+261
| +6% | +$66.4K | 0.2% | 105 |
|
|
2024
Q4 | $1.37M | Buy |
4,573
+1,493
| +48% | +$449K | 0.23% | 88 |
|
|
2024
Q3 | $835K | Buy |
3,080
+219
| +8% | +$59.4K | 0.14% | 105 |
|
|
2024
Q2 | $880K | Buy |
2,861
+326
| +13% | +$100K | 0.16% | 106 |
|
|
2024
Q1 | $789K | Buy |
2,535
+627
| +33% | +$195K | 0.14% | 111 |
|
|
2023
Q4 | $520K | Buy |
1,908
+903
| +90% | +$246K | 0.1% | 122 |
|
|
2023
Q3 | $235K | Buy |
1,005
+98
| +11% | +$23K | 0.05% | 182 |
|
|
2023
Q2 | $213K | Buy |
907
+425
| +88% | +$99.7K | 0.05% | 191 |
|
|
2023
Q1 | $101K | Buy |
482
+475
| +6,786% | +$99.8K | 0.03% | 246 |
|
|
2022
Q4 | $1.12K | Buy |
+7
| New | +$1.12K | ﹤0.01% | 1042 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$11K | – | 308 |
|
|
2022
Q2 | $11K | Sell |
75
-1,281
| -94% | -$188K | ﹤0.01% | 665 |
|
|
2022
Q1 | $223K | Buy |
1,356
+74
| +6% | +$12.2K | 0.06% | 166 |
|
|
2021
Q4 | $239K | Buy |
1,282
+983
| +329% | +$183K | 0.06% | 164 |
|
|
2021
Q3 | $45K | Sell |
299
-766
| -72% | -$115K | 0.02% | 236 |
|
|
2021
Q2 | $146K | Buy |
1,065
+83
| +8% | +$11.4K | 0.04% | 175 |
|
|
2021
Q1 | $135K | Buy |
982
+967
| +6,447% | +$133K | 0.05% | 169 |
|
|
2020
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 521 |
|