J.P. Morgan Private Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.9M | Buy |
+46,699
| New | +$10.9M | 0.03% | 363 |
|
|
2023
Q2 | – | Sell |
-36,057
| Closed | -$7.58M | – | 1548 |
|
|
2023
Q1 | $7.58M | Sell |
36,057
-3,094
| -8% | -$650K | 0.02% | 491 |
|
|
2022
Q4 | $6.29M | Buy |
39,151
+489
| +1% | +$78.6K | 0.01% | 528 |
|
|
2022
Q3 | $6.32M | Buy |
38,662
+805
| +2% | +$132K | 0.02% | 504 |
|
|
2022
Q2 | $5.68M | Buy |
37,857
+5,234
| +16% | +$785K | 0.01% | 540 |
|
|
2022
Q1 | $5.37M | Buy |
32,623
+1,724
| +6% | +$284K | 0.01% | 596 |
|
|
2021
Q4 | $5.76M | Buy |
30,899
+12,515
| +68% | +$2.33M | 0.01% | 576 |
|
|
2021
Q3 | $2.78M | Buy |
18,384
+2,991
| +19% | +$453K | 0.01% | 765 |
|
|
2021
Q2 | $2.11M | Buy |
15,393
+4,715
| +44% | +$645K | 0.01% | 852 |
|
|
2021
Q1 | $1.46M | Sell |
10,678
-1,931
| -15% | -$265K | ﹤0.01% | 883 |
|
|
2020
Q4 | $1.72M | Buy |
12,609
+3,385
| +37% | +$462K | 0.01% | 796 |
|
|
2020
Q3 | $984K | Buy |
9,224
+587
| +7% | +$62.6K | ﹤0.01% | 895 |
|
|
2020
Q2 | $829K | Sell |
8,637
-1,370
| -14% | -$131K | ﹤0.01% | 883 |
|
|
2020
Q1 | $661K | Buy |
10,007
+100
| +1% | +$6.61K | ﹤0.01% | 836 |
|
|
2019
Q4 | $688K | Buy |
9,907
+1,132
| +13% | +$78.6K | ﹤0.01% | 928 |
|
|
2019
Q3 | $580K | Buy |
8,775
+1,374
| +19% | +$90.8K | ﹤0.01% | 950 |
|
|
2019
Q2 | $524K | Buy |
7,401
+556
| +8% | +$39.4K | ﹤0.01% | 966 |
|
|
2019
Q1 | $435K | Buy |
6,845
+200
| +3% | +$12.7K | ﹤0.01% | 1079 |
|
|
2018
Q4 | $289K | Sell |
6,645
-3,199
| -32% | -$139K | ﹤0.01% | 1185 |
|
|
2018
Q3 | $446K | Sell |
9,844
-5,420
| -36% | -$246K | ﹤0.01% | 1111 |
|
|
2018
Q2 | $661K | Sell |
15,264
-6,702
| -31% | -$290K | ﹤0.01% | 911 |
|
|
2018
Q1 | $808K | Buy |
21,966
+3,186
| +17% | +$117K | 0.01% | 703 |
|
|
2017
Q4 | $785K | Sell |
18,780
-3,804
| -17% | -$159K | 0.01% | 726 |
|
|
2017
Q3 | $892K | Buy |
22,584
+1,491
| +7% | +$58.9K | 0.01% | 663 |
|
|
2017
Q2 | $707K | Buy |
+21,093
| New | +$707K | 0.01% | 711 |
|
|
2014
Q2 | – | Sell |
-12,072
| Closed | -$187K | – | 895 |
|
|
2014
Q1 | $187K | Buy |
+12,072
| New | +$187K | ﹤0.01% | 819 |
|