DWM
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Dogwood Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Dogwood Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5K Sell
44
-11
-20% -$3.85K 0.01% 282
2026
Q1 		$15.3K Sell
55
-10
-15% -$2.98K 0.01% 281
2025
Q4 		$20.3K Buy
65
+17
+35% +$5.55K 0.01% 197
2025
Q3 		$16.9K Buy
48
+14
+41% +$4.82K 0.01% 209
2025
Q2 		$11K Buy
34
+32
+1,600% +$9.3K 0.01% 252
2025
Q1 		$509 Buy
+2
New +$556 ﹤0.01% 461
2024
Q4 		– Hold
0
– -$7 – 344
2024
Q3 		– Hold
0
– – – 284
2024
Q2 		– Hold
0
– – – 307
2024
Q1 		– Hold
0
– – – 297
2023
Q4 		– Hold
0
– – – 292

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CF
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SIM
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CNB
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P
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AAMU
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CAM
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TFA
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CCM
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