Kestra Private Wealth Services’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 | $5.21M | Buy |
16,914
+733
| +5% | +$226K | 0.07% | 266 |
|
|
2025
Q1 | $4.12M | Buy |
16,181
+49
| +0.3% | +$12.5K | 0.07% | 288 |
|
|
2024
Q4 | $4.85M | Buy |
16,132
+1,375
| +9% | +$413K | 0.08% | 251 |
|
|
2024
Q3 | $4M | Sell |
14,757
-1,379
| -9% | -$374K | 0.07% | 271 |
|
|
2024
Q2 | $4.97M | Buy |
16,136
+2,115
| +15% | +$651K | 0.1% | 220 |
|
|
2024
Q1 | $4.36M | Buy |
14,021
+2,154
| +18% | +$670K | 0.1% | 225 |
|
|
2023
Q4 | $3.23M | Buy |
11,867
+2,721
| +30% | +$741K | 0.08% | 251 |
|
|
2023
Q3 | $2.14M | Buy |
9,146
+6,745
| +281% | +$1.58M | 0.07% | 295 |
|
|
2023
Q2 | $563K | Buy |
2,401
+488
| +26% | +$114K | 0.02% | 597 |
|
|
2023
Q1 | $402K | Sell |
1,913
-39
| -2% | -$8.19K | 0.02% | 665 |
|
|
2022
Q4 | $314K | Sell |
1,952
-2,607
| -57% | -$419K | 0.02% | 657 |
|
|
2022
Q3 | $745K | Sell |
4,559
-119
| -3% | -$19.4K | 0.04% | 396 |
|
|
2022
Q2 | $702K | Sell |
4,678
-123
| -3% | -$18.5K | 0.04% | 409 |
|
|
2022
Q1 | $790K | Buy |
4,801
+53
| +1% | +$8.72K | 0.04% | 434 |
|
|
2021
Q4 | $885K | Buy |
4,748
+3,107
| +189% | +$579K | 0.04% | 424 |
|
|
2021
Q3 | $249K | Buy |
+1,641
| New | +$249K | 0.01% | 778 |
|