Global Financial Private Client’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 | – | Sell |
-548
| Closed | -$139K | – | 451 |
|
|
2025
Q1 | $139K | Buy |
548
+113
| +26% | +$28.7K | 0.05% | 233 |
|
|
2024
Q4 | $131K | Buy |
435
+1
| +0.2% | +$300 | 0.05% | 233 |
|
|
2024
Q3 | $118K | Buy |
434
+88
| +25% | +$23.9K | 0.05% | 239 |
|
|
2024
Q2 | $106K | Hold |
346
| – | – | 0.04% | 227 |
|
|
2024
Q1 | $108K | Hold |
346
| – | – | 0.05% | 225 |
|
|
2023
Q4 | $94.2K | Hold |
346
| – | – | 0.04% | 237 |
|
|
2023
Q3 | $81.8K | Hold |
346
| – | – | 0.04% | 236 |
|
|
2023
Q2 | $81.4K | Hold |
346
| – | – | 0.04% | 243 |
|
|
2023
Q1 | $73.1K | Hold |
346
| – | – | 0.04% | 246 |
|
|
2022
Q4 | $55.6K | Hold |
346
| – | – | 0.03% | 265 |
|
|
2022
Q3 | $58.9K | Hold |
346
| – | – | 0.03% | 256 |
|
|
2022
Q2 | $51.8K | Hold |
346
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $57.3K | Hold |
346
| – | – | 0.03% | 251 |
|
|
2021
Q4 | $64.5K | Hold |
346
| – | – | 0.03% | 248 |
|
|
2021
Q3 | $52.9K | Hold |
346
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $47.4K | Hold |
346
| – | – | 0.03% | 256 |
|
|
2021
Q1 | $49K | Hold |
346
| – | – | 0.04% | 205 |
|
|
2020
Q4 | $47.2K | Buy |
346
+7
| +2% | +$955 | 0.04% | 199 |
|
|
2020
Q3 | $36.8K | Hold |
339
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $32.9K | Buy |
+339
| New | +$32.9K | 0.03% | 253 |
|