Evermay Wealth Management’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 | $163K | Buy |
528
+84
| +19% | +$25.9K | 0.02% | 213 |
|
|
2025
Q1 | $113K | Hold |
444
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $133K | Hold |
444
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $120K | Buy |
444
+35
| +9% | +$9.49K | 0.02% | 251 |
|
|
2024
Q2 | $126K | Hold |
409
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $127K | Sell |
409
-3
| -0.7% | -$934 | 0.02% | 250 |
|
|
2023
Q4 | $112K | Buy |
+412
| New | +$112K | 0.02% | 243 |
|