GWS
Glassman Wealth Services’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,316
| Closed | -$2.27M | – | 494 |
|
|
2023
Q4 | $2.27M | Sell |
8,316
-16
| -0.2% | -$4.36K | 0.32% | 30 |
|
|
2023
Q3 | $1.95M | Sell |
8,332
-2,100
| -20% | -$492K | 0.32% | 30 |
|
|
2023
Q2 | $2.45M | Buy |
10,432
+9,945
| +2,042% | +$2.33M | 0.39% | 23 |
|
|
2023
Q1 | $102K | Buy |
487
+21
| +5% | +$4.41K | 0.02% | 263 |
|
|
2022
Q4 | $74.9K | Buy |
466
+57
| +14% | +$9.16K | 0.01% | 323 |
|
|
2022
Q3 | $67K | Buy |
409
+21
| +5% | +$3.44K | 0.01% | 322 |
|
|
2022
Q2 | $58K | Buy |
388
+149
| +62% | +$22.3K | 0.01% | 358 |
|
|
2022
Q1 | $39K | Buy |
239
+14
| +6% | +$2.29K | 0.01% | 463 |
|
|
2021
Q4 | $42K | Buy |
225
+51
| +29% | +$9.52K | 0.01% | 407 |
|
|
2021
Q3 | $26K | Buy |
174
+21
| +14% | +$3.14K | 0.01% | 510 |
|
|
2021
Q2 | $21K | Buy |
153
+8
| +6% | +$1.1K | ﹤0.01% | 558 |
|
|
2021
Q1 | $20K | Buy |
145
+18
| +14% | +$2.48K | ﹤0.01% | 524 |
|
|
2020
Q4 | $17K | Buy |
127
+45
| +55% | +$6.02K | ﹤0.01% | 567 |
|
|
2020
Q3 | $9K | Buy |
82
+31
| +61% | +$3.4K | ﹤0.01% | 635 |
|
|
2020
Q2 | $5K | Buy |
51
+36
| +240% | +$3.53K | ﹤0.01% | 611 |
|
|
2020
Q1 | $1K | Sell |
15
-14
| -48% | -$933 | ﹤0.01% | 821 |
|
|
2019
Q4 | $2K | Buy |
29
+6
| +26% | +$414 | ﹤0.01% | 734 |
|
|
2019
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 680 |
|
|
2019
Q2 | $2K | Buy |
23
+19
| +475% | +$1.65K | ﹤0.01% | 704 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1050 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 760 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 684 |
|