Corient Private Wealth’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
$28M Sell
90,913
-12,842
-12% -$3.96M 0.03% 366
2025
Q1
$26.4M Sell
103,755
-63,558
-38% -$16.2M 0.04% 340
2024
Q4
$50.3M Buy
167,313
+1,691
+1% +$508K 0.08% 226
2024
Q3
$44.9M Buy
165,622
+56,906
+52% +$15.4M 0.07% 252
2024
Q2
$33.5M Buy
108,716
+7,004
+7% +$2.16M 0.06% 292
2024
Q1
$31.7M Buy
101,712
+36,690
+56% +$11.4M 0.06% 307
2023
Q4
$17.7M Buy
65,022
+2,488
+4% +$678K 0.03% 411
2023
Q3
$14.7M Buy
62,534
+2,882
+5% +$675K 0.03% 411
2023
Q2
$14M Buy
59,652
+10
+0% +$2.35K 0.03% 416
2023
Q1
$12.5M Buy
59,642
+3,950
+7% +$830K 0.03% 400
2022
Q4
$8.95M Buy
+55,692
New +$8.95M 0.03% 387