Falcon Wealth Planning’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Sell
724
-145
-17% -$50.8K 0.02% 203
2026
Q1
$241K Buy
869
+6
+0.7% +$1.79K 0.02% 205
2025
Q4
$270K Sell
863
-4
-0.5% -$1.3K 0.02% 176
2025
Q3
$305K Buy
867
+12
+1% +$4.13K 0.03% 148
2025
Q2
$263K Buy
+855
New +$249K 0.03% 144
2025
Q1
Sell
-766
Closed -$230K 164
2024
Q4
$230K Sell
766
-53
-6% -$15.4K 0.03% 150
2024
Q3
$222K Buy
819
+40
+5% +$11.1K 0.03% 143
2024
Q2
$240K Buy
779
+50
+7% +$14.8K 0.03% 125
2024
Q1
$227K Buy
+729
New +$216K 0.04% 126

Other funds holding CDNS