Creative Planning’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 | $23.6M | Buy |
76,510
+26,534
| +53% | +$8.18M | 0.02% | 303 |
|
|
2025
Q1 | $12.7M | Buy |
49,976
+2,512
| +5% | +$639K | 0.01% | 422 |
|
|
2024
Q4 | $14.3M | Sell |
47,464
-925
| -2% | -$278K | 0.01% | 361 |
|
|
2024
Q3 | $13.1M | Buy |
48,389
+4,038
| +9% | +$1.09M | 0.01% | 364 |
|
|
2024
Q2 | $13.6M | Buy |
44,351
+3,771
| +9% | +$1.16M | 0.01% | 339 |
|
|
2024
Q1 | $12.6M | Buy |
40,580
+13,375
| +49% | +$4.16M | 0.01% | 355 |
|
|
2023
Q4 | $7.41M | Buy |
27,205
+2,954
| +12% | +$805K | 0.01% | 458 |
|
|
2023
Q3 | $5.68M | Buy |
24,251
+1,488
| +7% | +$349K | 0.01% | 489 |
|
|
2023
Q2 | $5.34M | Sell |
22,763
-11,499
| -34% | -$2.7M | 0.01% | 504 |
|
|
2023
Q1 | $7.2M | Sell |
34,262
-518
| -1% | -$109K | 0.01% | 407 |
|
|
2022
Q4 | $5.59M | Buy |
34,780
+3,426
| +11% | +$550K | 0.01% | 454 |
|
|
2022
Q3 | $5.12M | Buy |
31,354
+933
| +3% | +$152K | 0.01% | 433 |
|
|
2022
Q2 | $4.56M | Buy |
30,421
+17,102
| +128% | +$2.57M | 0.01% | 477 |
|
|
2022
Q1 | $2.19M | Sell |
13,319
-1,078
| -7% | -$177K | ﹤0.01% | 687 |
|
|
2021
Q4 | $2.68M | Buy |
14,397
+544
| +4% | +$101K | ﹤0.01% | 601 |
|
|
2021
Q3 | $2.1M | Sell |
13,853
-2,280
| -14% | -$345K | ﹤0.01% | 672 |
|
|
2021
Q2 | $2.21M | Sell |
16,133
-4,493
| -22% | -$615K | ﹤0.01% | 637 |
|
|
2021
Q1 | $2.83M | Sell |
20,626
-1,127
| -5% | -$154K | 0.01% | 579 |
|
|
2020
Q4 | $2.97M | Buy |
21,753
+4,568
| +27% | +$623K | 0.01% | 513 |
|
|
2020
Q3 | $1.83M | Buy |
17,185
+765
| +5% | +$81.6K | ﹤0.01% | 589 |
|
|
2020
Q2 | $1.58M | Buy |
16,420
+771
| +5% | +$74K | ﹤0.01% | 575 |
|
|
2020
Q1 | $1.03M | Sell |
15,649
-3,335
| -18% | -$220K | ﹤0.01% | 628 |
|
|
2019
Q4 | $1.32M | Sell |
18,984
-1,439
| -7% | -$99.8K | ﹤0.01% | 667 |
|
|
2019
Q3 | $1.35M | Buy |
20,423
+881
| +5% | +$58.2K | ﹤0.01% | 634 |
|
|
2019
Q2 | $1.38M | Buy |
+19,542
| New | +$1.38M | ﹤0.01% | 619 |
|
|
2017
Q3 | – | Sell |
-3,282
| Closed | -$110K | – | 2127 |
|
|
2017
Q2 | $110K | Buy |
3,282
+2,323
| +242% | +$77.9K | ﹤0.01% | 1907 |
|
|
2017
Q1 | $30K | Sell |
959
-220
| -19% | -$6.88K | ﹤0.01% | 2805 |
|
|
2016
Q4 | $30K | Sell |
1,179
-3,839
| -77% | -$97.7K | ﹤0.01% | 2751 |
|
|
2016
Q3 | $128K | Buy |
5,018
+1,810
| +56% | +$46.2K | ﹤0.01% | 1659 |
|
|
2016
Q2 | $78K | Buy |
3,208
+142
| +5% | +$3.45K | ﹤0.01% | 1816 |
|
|
2016
Q1 | $72K | Buy |
3,066
+189
| +7% | +$4.44K | ﹤0.01% | 1826 |
|
|
2015
Q4 | $60K | Buy |
2,877
+70
| +2% | +$1.46K | ﹤0.01% | 1944 |
|
|
2015
Q3 | $58K | Buy |
+2,807
| New | +$58K | ﹤0.01% | 1923 |
|
|
2015
Q2 | – | Sell |
-2,725
| Closed | -$50K | – | 1340 |
|
|
2015
Q1 | $50K | Hold |
2,725
| – | – | ﹤0.01% | 2015 |
|
|
2014
Q4 | $52K | Buy |
2,725
+130
| +5% | +$2.48K | ﹤0.01% | 1963 |
|
|
2014
Q3 | $45K | Sell |
2,595
-1,080
| -29% | -$18.7K | ﹤0.01% | 1971 |
|
|
2014
Q2 | $64K | Buy |
3,675
+1,175
| +47% | +$20.5K | ﹤0.01% | 1694 |
|
|
2014
Q1 | $39K | Buy |
2,500
+500
| +25% | +$7.8K | ﹤0.01% | 1945 |
|
|
2013
Q4 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 1990 |
|
|
2013
Q3 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 1916 |
|
|
2013
Q2 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 1693 |
|