Financial Advocates Investment 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 | $371K | Sell |
1,205
-298
| -20% | -$91.8K | 0.03% | 440 |
|
|
2025
Q1 | $382K | Buy |
1,503
+55
| +4% | +$14K | 0.03% | 493 |
|
|
2024
Q4 | $435K | Buy |
1,448
+31
| +2% | +$9.31K | 0.02% | 495 |
|
|
2024
Q3 | $384K | Sell |
1,417
-48
| -3% | -$13K | 0.02% | 537 |
|
|
2024
Q2 | $451K | Buy |
1,465
+466
| +47% | +$143K | 0.03% | 454 |
|
|
2024
Q1 | $311K | Buy |
999
+20
| +2% | +$6.23K | 0.02% | 576 |
|
|
2023
Q4 | $267K | Buy |
979
+11
| +1% | +$3K | 0.02% | 595 |
|
|
2023
Q3 | $227K | Hold |
968
| – | – | 0.02% | 611 |
|
|
2023
Q2 | $227K | Sell |
968
-336
| -26% | -$78.8K | 0.02% | 604 |
|
|
2023
Q1 | $274K | Buy |
+1,304
| New | +$274K | 0.02% | 577 |
|
|
2021
Q2 | – | Sell |
-7,029
| Closed | -$963K | – | 734 |
|
|
2021
Q1 | $963K | Buy |
7,029
+1,133
| +19% | +$155K | 0.07% | 314 |
|
|
2020
Q4 | $804K | Buy |
5,896
+2,053
| +53% | +$280K | 0.06% | 343 |
|
|
2020
Q3 | $410K | Buy |
3,843
+1,191
| +45% | +$127K | 0.04% | 402 |
|
|
2020
Q2 | $255K | Buy |
+2,652
| New | +$255K | 0.02% | 486 |
|