JFS Wealth 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 | $21K | Sell |
68
-12
| -15% | -$3.7K | ﹤0.01% | 648 |
|
|
2025
Q1 | $20.3K | Buy |
80
+1
| +1% | +$254 | ﹤0.01% | 656 |
|
|
2024
Q4 | $23.7K | Sell |
79
-26
| -25% | -$7.81K | ﹤0.01% | 602 |
|
|
2024
Q3 | $28.5K | Sell |
105
-3
| -3% | -$813 | ﹤0.01% | 566 |
|
|
2024
Q2 | $33.2K | Sell |
108
-3
| -3% | -$923 | ﹤0.01% | 492 |
|
|
2024
Q1 | $34.6K | Buy |
111
+27
| +32% | +$8.41K | ﹤0.01% | 508 |
|
|
2023
Q4 | $22.9K | Buy |
84
+16
| +24% | +$4.36K | ﹤0.01% | 559 |
|
|
2023
Q3 | $15.9K | Hold |
68
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $15.9K | Sell |
68
-4
| -6% | -$938 | ﹤0.01% | 592 |
|
|
2023
Q1 | $15.1K | Buy |
72
+3
| +4% | +$630 | ﹤0.01% | 595 |
|
|
2022
Q4 | $11.1K | Sell |
69
-1
| -1% | -$161 | ﹤0.01% | 671 |
|
|
2022
Q3 | $11K | Buy |
70
+14
| +25% | +$2.2K | ﹤0.01% | 694 |
|
|
2022
Q2 | $8K | Buy |
56
+4
| +8% | +$571 | ﹤0.01% | 816 |
|
|
2022
Q1 | $9K | Buy |
52
+33
| +174% | +$5.71K | ﹤0.01% | 806 |
|
|
2021
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 838 |
|