Guardian Wealth Advisors (North Carolina)’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 | $675K | Sell |
2,189
-14
| -0.6% | -$4.31K | 0.05% | 170 |
|
|
2025
Q1 | $560K | Buy |
2,203
+3
| +0.1% | +$763 | 0.04% | 170 |
|
|
2024
Q4 | $661K | Buy |
2,200
+29
| +1% | +$8.71K | 0.05% | 164 |
|
|
2024
Q3 | $588K | Sell |
2,171
-18
| -0.8% | -$4.88K | 0.06% | 146 |
|
|
2024
Q2 | $674K | Sell |
2,189
-2
| -0.1% | -$616 | 0.08% | 128 |
|
|
2024
Q1 | $682K | Sell |
2,191
-330
| -13% | -$103K | 0.08% | 128 |
|
|
2023
Q4 | $687K | Buy |
2,521
+66
| +3% | +$18K | 0.1% | 110 |
|
|
2023
Q3 | $575K | Sell |
2,455
-34
| -1% | -$7.97K | 0.1% | 112 |
|
|
2023
Q2 | $584K | Sell |
2,489
-56
| -2% | -$13.1K | 0.1% | 107 |
|
|
2023
Q1 | $535K | Sell |
2,545
-6
| -0.2% | -$1.26K | 0.09% | 110 |
|
|
2022
Q4 | $410K | Hold |
2,551
| – | – | 0.08% | 129 |
|
|
2022
Q3 | $417K | Sell |
2,551
-63
| -2% | -$10.3K | 0.08% | 120 |
|
|
2022
Q2 | $392K | Sell |
2,614
-965
| -27% | -$145K | 0.07% | 124 |
|
|
2022
Q1 | $589K | Buy |
3,579
+639
| +22% | +$105K | 0.25% | 72 |
|
|
2021
Q4 | $548K | Buy |
+2,940
| New | +$548K | 0.24% | 79 |
|