Great Valley Advisor Group’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
$2.27M Sell
7,358
-12,439
-63% -$3.83M 0.05% 292
2025
Q1
$5.04M Sell
19,797
-12,897
-39% -$3.28M 0.11% 175
2024
Q4
$9.82M Buy
32,694
+941
+3% +$283K 0.22% 109
2024
Q3
$8.61M Buy
31,753
+6,547
+26% +$1.77M 0.21% 117
2024
Q2
$7.76M Sell
25,206
-2,670
-10% -$822K 0.22% 112
2024
Q1
$8.68M Buy
27,876
+4,290
+18% +$1.34M 0.26% 97
2023
Q4
$6.42M Buy
23,586
+4,079
+21% +$1.11M 0.23% 113
2023
Q3
$4.57M Buy
19,507
+2,767
+17% +$648K 0.19% 131
2023
Q2
$3.93M Buy
16,740
+5,498
+49% +$1.29M 0.16% 150
2023
Q1
$2.36M Sell
11,242
-22
-0.2% -$4.62K 0.11% 193
2022
Q4
$1.81M Sell
11,264
-1,147
-9% -$184K 0.09% 227
2022
Q3
$2.03M Buy
12,411
+2,774
+29% +$453K 0.11% 193
2022
Q2
$1.45M Buy
9,637
+6,698
+228% +$1.01M 0.08% 245
2022
Q1
$484K Buy
2,939
+1,016
+53% +$167K 0.03% 397
2021
Q4
$358K Sell
1,923
-11
-0.6% -$2.05K 0.02% 452
2021
Q3
$293K Buy
+1,934
New +$293K 0.02% 471