Congress 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 | $973K | Buy |
3,156
+519
| +20% | +$160K | 0.01% | 714 |
|
|
2025
Q1 | $673K | Sell |
2,637
-2,251
| -46% | -$574K | 0.01% | 731 |
|
|
2024
Q4 | $1.47M | Buy |
4,888
+2,458
| +101% | +$739K | 0.02% | 458 |
|
|
2024
Q3 | $659K | Buy |
2,430
+222
| +10% | +$60.2K | 0.01% | 586 |
|
|
2024
Q2 | $680K | Buy |
2,208
+8
| +0.4% | +$2.46K | 0.01% | 491 |
|
|
2024
Q1 | $685K | Sell |
2,200
-935
| -30% | -$291K | 0.01% | 415 |
|
|
2023
Q4 | $854K | Buy |
3,135
+1,565
| +100% | +$426K | 0.02% | 404 |
|
|
2023
Q3 | $368K | Buy |
1,570
+239
| +18% | +$56K | 0.01% | 497 |
|
|
2023
Q2 | $312K | Buy |
+1,331
| New | +$312K | 0.01% | 480 |
|