Fragasso Financial 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
$2.05M Sell
6,665
-2,856
-30% -$880K 0.14% 77
2025
Q1
$2.42M Sell
9,521
-1,328
-12% -$338K 0.18% 63
2024
Q4
$3.26M Sell
10,849
-407
-4% -$122K 0.25% 56
2024
Q3
$3.05M Sell
11,256
-157
-1% -$42.6K 0.23% 65
2024
Q2
$3.51M Sell
11,413
-2,173
-16% -$669K 0.29% 55
2024
Q1
$4.23M Sell
13,586
-117
-0.9% -$36.4K 0.36% 58
2023
Q4
$3.73M Sell
13,703
-177
-1% -$48.2K 0.34% 57
2023
Q3
$3.25M Buy
13,880
+1,760
+15% +$412K 0.34% 51
2023
Q2
$2.84M Buy
+12,120
New +$2.84M 0.3% 62