Independent Advisor Alliance’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
$951K Sell
3,086
-110
-3% -$33.9K 0.03% 429
2025
Q1
$813K Sell
3,196
-464
-13% -$118K 0.03% 411
2024
Q4
$1.1M Buy
3,660
+1,994
+120% +$599K 0.01% 705
2024
Q3
$452K Sell
1,666
-63
-4% -$17.1K 0.02% 478
2024
Q2
$532K Buy
1,729
+268
+18% +$82.5K 0.02% 450
2024
Q1
$455K Sell
1,461
-80
-5% -$24.9K 0.02% 474
2023
Q4
$420K Buy
1,541
+21
+1% +$5.72K 0.02% 470
2023
Q3
$356K Sell
1,520
-228
-13% -$53.4K 0.02% 477
2023
Q2
$410K Buy
1,748
+165
+10% +$38.7K 0.02% 465
2023
Q1
$333K Buy
+1,583
New +$333K 0.02% 493
2022
Q4
Sell
-1,471
Closed -$240K 455
2022
Q3
$240K Buy
1,471
+62
+4% +$10.1K 0.01% 540
2022
Q2
$211K Sell
1,409
-61
-4% -$9.14K 0.01% 564
2022
Q1
$242K Buy
1,470
+101
+7% +$16.6K 0.01% 554
2021
Q4
$255K Buy
+1,369
New +$255K 0.01% 565