EWM
Empirical Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
684
-384
| -36% | -$118K | ﹤0.01% | 633 |
|
|
2025
Q1 | $272K | Buy |
1,068
+59
| +6% | +$15K | 0.01% | 538 |
|
|
2024
Q4 | $303K | Buy |
1,009
+224
| +29% | +$67.3K | 0.01% | 495 |
|
|
2024
Q3 | $213K | Buy |
785
+55
| +8% | +$14.9K | 0.01% | 532 |
|
|
2024
Q2 | $225K | Buy |
+730
| New | +$225K | 0.01% | 511 |
|
|
2024
Q1 | – | Sell |
-787
| Closed | -$214K | – | 531 |
|
|
2023
Q4 | $214K | Buy |
+787
| New | +$214K | 0.01% | 461 |
|
|
2022
Q1 | – | Sell |
-2,949
| Closed | -$549K | – | 503 |
|
|
2021
Q4 | $549K | Sell |
2,949
-180
| -6% | -$33.5K | 0.03% | 327 |
|
|
2021
Q3 | $474K | Buy |
+3,129
| New | +$474K | 0.03% | 308 |
|