Gladstone Institutional Advisory’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 | $381K | Sell |
1,238
-374
| -23% | -$115K | 0.02% | 564 |
|
|
2025
Q1 | $410K | Sell |
1,612
-1,538
| -49% | -$391K | 0.02% | 518 |
|
|
2024
Q4 | $947K | Sell |
3,150
-751
| -19% | -$226K | 0.04% | 336 |
|
|
2024
Q3 | $1.06M | Sell |
3,901
-21,213
| -84% | -$5.75M | 0.05% | 319 |
|
|
2024
Q2 | $7.73M | Sell |
25,114
-908
| -3% | -$279K | 0.4% | 59 |
|
|
2024
Q1 | $8.1M | Sell |
26,022
-1,182
| -4% | -$368K | 0.44% | 48 |
|
|
2023
Q4 | $7.41M | Buy |
27,204
+1,225
| +5% | +$334K | 0.42% | 53 |
|
|
2023
Q3 | $6.09M | Buy |
25,979
+10,144
| +64% | +$2.38M | 0.39% | 58 |
|
|
2023
Q2 | $3.71M | Buy |
15,835
+11,455
| +262% | +$2.69M | 0.23% | 116 |
|
|
2023
Q1 | $920K | Buy |
+4,380
| New | +$920K | 0.06% | 303 |
|
|
2022
Q4 | – | Sell |
-5,228
| Closed | -$854K | – | 649 |
|
|
2022
Q3 | $854K | Buy |
+5,228
| New | +$854K | 0.07% | 298 |
|
|
2022
Q2 | – | Sell |
-2,715
| Closed | -$447K | – | 665 |
|
|
2022
Q1 | $447K | Buy |
+2,715
| New | +$447K | 0.03% | 455 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$355K | – | 418 |
|
|
2020
Q4 | $355K | Sell |
2,600
-487
| -16% | -$66.5K | 0.07% | 204 |
|
|
2020
Q3 | $329K | Buy |
+3,087
| New | +$329K | 0.08% | 195 |
|