IFP Advisors’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 | $335K | Sell |
615
-564
| -48% | -$307K | 0.01% | 1014 |
|
|
2025
Q1 | $302K | Sell |
1,179
-73
| -6% | -$18.7K | 0.01% | 983 |
|
|
2024
Q4 | $378K | Sell |
1,252
-133
| -10% | -$40.2K | 0.01% | 844 |
|
|
2024
Q3 | $375K | Sell |
1,385
-992
| -42% | -$269K | 0.01% | 805 |
|
|
2024
Q2 | $731K | Buy |
2,377
+237
| +11% | +$72.9K | 0.03% | 531 |
|
|
2024
Q1 | $666K | Sell |
2,140
-41
| -2% | -$12.8K | 0.03% | 528 |
|
|
2023
Q4 | $594K | Buy |
2,181
+318
| +17% | +$86.6K | 0.03% | 529 |
|
|
2023
Q3 | $436K | Buy |
1,863
+186
| +11% | +$43.6K | 0.02% | 645 |
|
|
2023
Q2 | $393K | Buy |
1,677
+10
| +0.6% | +$2.35K | 0.02% | 739 |
|
|
2023
Q1 | $21.3K | Sell |
1,667
-2,632
| -61% | -$33.7K | ﹤0.01% | 1991 |
|
|
2022
Q4 | $160K | Sell |
4,299
-757
| -15% | -$28.2K | ﹤0.01% | 1465 |
|
|
2022
Q3 | $188K | Buy |
5,056
+304
| +6% | +$11.3K | ﹤0.01% | 1451 |
|
|
2022
Q2 | $171K | Hold |
4,752
| – | – | 0.01% | 1364 |
|
|
2022
Q1 | $171K | Buy |
4,752
+3,167
| +200% | +$114K | 0.01% | 1364 |
|
|
2021
Q4 | $297K | Buy |
1,585
+320
| +25% | +$60K | 0.01% | 775 |
|
|
2021
Q3 | $194K | Buy |
1,265
+388
| +44% | +$59.5K | ﹤0.01% | 931 |
|
|
2021
Q2 | $122K | Buy |
877
+163
| +23% | +$22.7K | ﹤0.01% | 1145 |
|
|
2021
Q1 | $100K | Sell |
714
-160
| -18% | -$22.4K | ﹤0.01% | 1177 |
|
|
2020
Q4 | $122K | Buy |
874
+266
| +44% | +$37.1K | ﹤0.01% | 1035 |
|
|
2020
Q3 | $64K | Sell |
608
-355
| -37% | -$37.4K | ﹤0.01% | 1190 |
|
|
2020
Q2 | $90K | Buy |
963
+433
| +82% | +$40.5K | 0.01% | 960 |
|
|
2020
Q1 | $36K | Sell |
530
-2
| -0.4% | -$136 | ﹤0.01% | 1254 |
|
|
2019
Q4 | $36K | Sell |
532
-1,662
| -76% | -$112K | ﹤0.01% | 1382 |
|
|
2019
Q3 | $144K | Buy |
+2,194
| New | +$144K | 0.01% | 888 |
|
|
2019
Q1 | $26K | Sell |
408
-292
| -42% | -$18.6K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $30K | Sell |
700
-73
| -9% | -$3.13K | ﹤0.01% | 1874 |
|
|
2018
Q3 | $35K | Sell |
773
-532
| -41% | -$24.1K | ﹤0.01% | 2085 |
|
|
2018
Q2 | $57K | Sell |
1,305
-1,110
| -46% | -$48.5K | ﹤0.01% | 1817 |
|
|
2018
Q1 | $101K | Hold |
2,415
| – | – | ﹤0.01% | 1377 |
|
|
2017
Q4 | $101K | Buy |
2,415
+87
| +4% | +$3.64K | ﹤0.01% | 1376 |
|
|
2017
Q3 | $92K | Buy |
2,328
+355
| +18% | +$14K | ﹤0.01% | 1591 |
|
|
2017
Q2 | $66K | Buy |
1,973
+1,125
| +133% | +$37.6K | ﹤0.01% | 1765 |
|
|
2017
Q1 | $27K | Buy |
848
+116
| +16% | +$3.69K | ﹤0.01% | 2279 |
|
|
2016
Q4 | $18K | Hold |
732
| – | – | ﹤0.01% | 2508 |
|
|
2016
Q3 | $19K | Buy |
732
+73
| +11% | +$1.9K | ﹤0.01% | 2409 |
|
|
2016
Q2 | $16K | Buy |
659
+251
| +62% | +$6.09K | ﹤0.01% | 2466 |
|
|
2016
Q1 | $26K | Sell |
408
-251
| -38% | -$16K | ﹤0.01% | 1220 |
|
|
2015
Q4 | $14K | Buy |
+659
| New | +$14K | ﹤0.01% | 2357 |
|