Cyndeo 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
$483K Sell
1,568
-10
-0.6% -$3.08K 0.03% 314
2025
Q1
$401K Buy
1,578
+14
+0.9% +$3.56K 0.03% 325
2024
Q4
$470K Buy
1,564
+4
+0.3% +$1.2K 0.03% 304
2024
Q3
$423K Sell
1,560
-1,954
-56% -$530K 0.03% 318
2024
Q2
$1.08M Buy
3,514
+914
+35% +$281K 0.08% 202
2024
Q1
$809K Buy
2,600
+327
+14% +$102K 0.07% 220
2023
Q4
$619K Sell
2,273
-281
-11% -$76.5K 0.06% 224
2023
Q3
$598K Buy
2,554
+101
+4% +$23.7K 0.06% 212
2023
Q2
$575K Buy
2,453
+162
+7% +$38K 0.06% 206
2023
Q1
$481K Hold
2,291
0.05% 222
2022
Q4
$368K Buy
+2,291
New +$368K 0.04% 239