EverSource 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 | $440K | Buy |
1,430
+416
| +41% | +$128K | 0.02% | 507 |
|
|
2025
Q1 | $258K | Sell |
1,014
-334
| -25% | -$84.9K | 0.01% | 573 |
|
|
2024
Q4 | $405K | Buy |
1,348
+162
| +14% | +$48.7K | 0.02% | 417 |
|
|
2024
Q3 | $321K | Buy |
1,186
+481
| +68% | +$130K | 0.02% | 430 |
|
|
2024
Q2 | $189K | Buy |
705
+21
| +3% | +$5.62K | 0.01% | 574 |
|
|
2024
Q1 | $188K | Buy |
684
+23
| +3% | +$6.34K | 0.01% | 510 |
|
|
2023
Q4 | $180K | Buy |
661
+380
| +135% | +$104K | 0.02% | 462 |
|
|
2023
Q3 | $65.8K | Buy |
281
+37
| +15% | +$8.66K | 0.01% | 717 |
|
|
2023
Q2 | $57.2K | Sell |
244
-458
| -65% | -$107K | 0.01% | 789 |
|
|
2023
Q1 | $147K | Buy |
702
+547
| +353% | +$115K | 0.02% | 440 |
|
|
2022
Q4 | $24.9K | Sell |
155
-401
| -72% | -$64.4K | ﹤0.01% | 997 |
|
|
2022
Q3 | $91K | Sell |
556
-28
| -5% | -$4.58K | 0.02% | 452 |
|
|
2022
Q2 | $88K | Buy |
584
+486
| +496% | +$73.2K | 0.02% | 413 |
|
|
2022
Q1 | $16K | Sell |
98
-613
| -86% | -$100K | ﹤0.01% | 785 |
|
|
2021
Q4 | $133K | Buy |
+711
| New | +$133K | 0.04% | 271 |
|