Integrated Wealth Concepts’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
$1.15M Buy
3,733
+1,530
+69% +$471K 0.01% 855
2025
Q1
$560K Buy
2,203
+80
+4% +$20.4K 0.01% 1094
2024
Q4
$638K Buy
2,123
+411
+24% +$123K 0.01% 1016
2024
Q3
$464K Sell
1,712
-59
-3% -$16K 0.01% 1116
2024
Q2
$545K Sell
1,771
-692
-28% -$213K 0.01% 1010
2024
Q1
$767K Buy
2,463
+1,140
+86% +$355K 0.01% 869
2023
Q4
$360K Sell
1,323
-21
-2% -$5.72K 0.01% 1162
2023
Q3
$315K Buy
1,344
+37
+3% +$8.67K 0.01% 1205
2023
Q2
$307K Buy
+1,307
New +$307K 0.01% 1208