GeoWealth 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 | $454K | Buy |
1,473
+20
| +1% | +$6.16K | 0.02% | 421 |
|
|
2025
Q1 | $370K | Sell |
1,453
-503
| -26% | -$128K | 0.01% | 496 |
|
|
2024
Q4 | $588K | Buy |
1,956
+440
| +29% | +$132K | 0.02% | 431 |
|
|
2024
Q3 | $411K | Sell |
1,516
-253
| -14% | -$68.6K | 0.01% | 505 |
|
|
2024
Q2 | $544K | Buy |
1,769
+315
| +22% | +$96.9K | 0.02% | 410 |
|
|
2024
Q1 | $453K | Buy |
1,454
+683
| +89% | +$213K | 0.02% | 467 |
|
|
2023
Q4 | $210K | Buy |
+771
| New | +$210K | 0.02% | 494 |
|
|
2022
Q1 | – | Sell |
-561
| Closed | -$104K | – | 396 |
|
|
2021
Q4 | $104K | Buy |
561
+147
| +36% | +$27.3K | 0.01% | 307 |
|
|
2021
Q3 | $63K | Sell |
414
-99
| -19% | -$15.1K | 0.01% | 333 |
|
|
2021
Q2 | $70K | Buy |
+513
| New | +$70K | 0.01% | 231 |
|