Holistic Financial Partners’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 | $286K | Sell |
929
-22
| -2% | -$6.78K | 0.13% | 95 |
|
|
2025
Q1 | $242K | Buy |
951
+2
| +0.2% | +$509 | 0.12% | 99 |
|
|
2024
Q4 | $285K | Buy |
+949
| New | +$285K | 0.14% | 89 |
|
|
2024
Q3 | – | Sell |
-851
| Closed | -$262K | – | 124 |
|
|
2024
Q2 | $262K | Buy |
851
+1
| +0.1% | +$308 | 0.13% | 91 |
|
|
2024
Q1 | $265K | Buy |
850
+15
| +2% | +$4.67K | 0.13% | 94 |
|
|
2023
Q4 | $227K | Buy |
+835
| New | +$227K | 0.14% | 103 |
|
|
2022
Q2 | – | Sell |
-1,308
| Closed | -$215K | – | 97 |
|
|
2022
Q1 | $215K | Buy |
1,308
+95
| +8% | +$15.6K | 0.14% | 99 |
|
|
2021
Q4 | $226K | Buy |
+1,213
| New | +$226K | 0.13% | 102 |
|