Dynamic Advisor Solutions’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,161
+548
| +15% | +$169K | 0.04% | 394 |
|
|
2025
Q1 | $919K | Buy |
3,613
+313
| +9% | +$79.6K | 0.03% | 442 |
|
|
2024
Q4 | $992K | Buy |
3,300
+68
| +2% | +$20.4K | 0.04% | 313 |
|
|
2024
Q3 | $876K | Buy |
3,232
+609
| +23% | +$165K | 0.03% | 487 |
|
|
2024
Q2 | $807K | Buy |
2,623
+237
| +10% | +$72.9K | 0.03% | 504 |
|
|
2024
Q1 | $743K | Buy |
+2,386
| New | +$743K | 0.03% | 504 |
|
|
2022
Q2 | – | Sell |
-1,324
| Closed | -$218K | – | 706 |
|
|
2022
Q1 | $218K | Sell |
1,324
-4,610
| -78% | -$759K | 0.02% | 657 |
|
|
2021
Q4 | $1.11M | Buy |
+5,934
| New | +$1.11M | 0.08% | 256 |
|