Journey Strategic Wealth’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 | $447K | Sell |
1,452
-335
| -19% | -$103K | 0.01% | 315 |
|
2025
Q1 | $454K | Sell |
1,787
-118
| -6% | -$30K | 0.02% | 241 |
|
2024
Q4 | $572K | Sell |
1,905
-21
| -1% | -$6.31K | 0.02% | 194 |
|
2024
Q3 | $522K | Buy |
1,926
+339
| +21% | +$91.8K | 0.02% | 210 |
|
2024
Q2 | $488K | Buy |
1,587
+843
| +113% | +$259K | 0.02% | 158 |
|
2024
Q1 | $231K | Buy |
+744
| New | +$231K | 0.01% | 243 |
|