Consilio Wealth 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 | $267K | Buy |
876
+54
| +7% | +$16.5K | 0.1% | 62 |
|
|
2025
Q1 | $210K | Sell |
822
-72
| -8% | -$18.4K | 0.09% | 70 |
|
|
2024
Q4 | $269K | Buy |
894
+11
| +1% | +$3.31K | 0.11% | 52 |
|
|
2024
Q3 | $239K | Buy |
883
+44
| +5% | +$11.9K | 0.1% | 59 |
|
|
2024
Q2 | $258K | Sell |
839
-130
| -13% | -$40K | 0.12% | 53 |
|
|
2024
Q1 | $302K | Buy |
+969
| New | +$302K | 0.14% | 44 |
|