Falcon Wealth Planning’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 | $263K | Buy |
+855
| New | +$263K | 0.03% | 144 |
|
|
2025
Q1 | – | Sell |
-766
| Closed | -$230K | – | 164 |
|
|
2024
Q4 | $230K | Sell |
766
-53
| -6% | -$15.9K | 0.03% | 150 |
|
|
2024
Q3 | $222K | Buy |
819
+40
| +5% | +$10.8K | 0.03% | 143 |
|
|
2024
Q2 | $240K | Buy |
779
+50
| +7% | +$15.4K | 0.03% | 125 |
|
|
2024
Q1 | $227K | Buy |
+729
| New | +$227K | 0.04% | 126 |
|