EP Wealth Advisors’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 | $1.37M | Buy |
4,443
+646
| +17% | +$199K | 0.01% | 502 |
|
|
2025
Q1 | $966K | Sell |
3,797
-134
| -3% | -$34.1K | 0.01% | 514 |
|
|
2024
Q4 | $1.18M | Buy |
3,931
+145
| +4% | +$43.6K | 0.01% | 451 |
|
|
2024
Q3 | $1.03M | Buy |
3,786
+1,370
| +57% | +$371K | 0.01% | 489 |
|
|
2024
Q2 | $743K | Buy |
2,416
+119
| +5% | +$36.6K | 0.01% | 448 |
|
|
2024
Q1 | $715K | Sell |
2,297
-2
| -0.1% | -$623 | 0.01% | 438 |
|
|
2023
Q4 | $626K | Buy |
2,299
+68
| +3% | +$18.5K | 0.01% | 452 |
|
|
2023
Q3 | $523K | Buy |
2,231
+154
| +7% | +$36.1K | 0.01% | 457 |
|
|
2023
Q2 | $503K | Sell |
2,077
-15,783
| -88% | -$3.82M | 0.01% | 463 |
|
|
2023
Q1 | $2.39M | Buy |
17,860
+15,349
| +611% | +$2.05M | 0.04% | 215 |
|
|
2022
Q4 | $403K | Buy |
+2,511
| New | +$403K | 0.01% | 421 |
|
|
2022
Q3 | – | Sell |
-7,048
| Closed | -$1.06M | – | 380 |
|
|
2022
Q2 | $1.06M | Buy |
7,048
+3,221
| +84% | +$483K | 0.02% | 249 |
|
|
2022
Q1 | $629K | Buy |
3,827
+75
| +2% | +$12.3K | 0.01% | 335 |
|
|
2021
Q4 | $699K | Buy |
3,752
+1,605
| +75% | +$299K | 0.02% | 300 |
|
|
2021
Q3 | $325K | Buy |
+2,147
| New | +$325K | 0.01% | 417 |
|