Exencial 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
$217K Sell
703
-135
-16% -$41.6K 0.01% 471
2025
Q1
$213K Sell
838
-202
-19% -$51.4K 0.01% 477
2024
Q4
$313K Buy
+1,040
New +$313K 0.01% 418