Jackson Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,202
Closed -$4.12M 162
2024
Q3
$4.12M Buy
15,202
+6,928
+84% +$1.88M 0.49% 53
2024
Q2
$2.55M Sell
8,274
-6,368
-43% -$1.96M 0.55% 49
2024
Q1
$4.56M Buy
14,642
+1,014
+7% +$316K 0.57% 45
2023
Q4
$3.71M Buy
13,628
+406
+3% +$111K 0.49% 46
2023
Q3
$3.1M Buy
13,222
+302
+2% +$70.8K 0.44% 51
2023
Q2
$3.03M Buy
12,920
+949
+8% +$223K 0.44% 49
2023
Q1
$2.51M Buy
+11,971
New +$2.51M 1.89% 11