Kestra Private Wealth Services’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02M	Buy	18,049 +674	+4%	+$201K	0.06%	321
2025 Q4	$5.43M	Buy	17,375 +469	+3%	+$153K	0.07%	294
2025 Q3	$5.94M	Sell	16,906 -8	-0%	-$2.75K	0.08%	268
2025 Q2	$5.21M	Buy	16,914 +733	+5%	+$213K	0.07%	266
2025 Q1	$4.12M	Buy	16,181 +49	+0.3%	+$13.6K	0.07%	288
2024 Q4	$4.85M	Buy	16,132 +1,375	+9%	+$400K	0.08%	251
2024 Q3	$4M	Sell	14,757 -1,379	-9%	-$381K	0.07%	271
2024 Q2	$4.97M	Buy	16,136 +2,115	+15%	+$626K	0.1%	220
2024 Q1	$4.36M	Buy	14,021 +2,154	+18%	+$637K	0.1%	225
2023 Q4	$3.23M	Buy	11,867 +2,721	+30%	+$701K	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%	+$106K	0.02%	597
2023 Q1	$402K	Sell	1,913 -39	-2%	-$7.38K	0.02%	665
2022 Q4	$314K	Sell	1,952 -2,607	-57%	-$417K	0.02%	657
2022 Q3	$745K	Sell	4,559 -119	-3%	-$20.5K	0.04%	396
2022 Q2	$702K	Sell	4,678 -123	-3%	-$18.6K	0.04%	409
2022 Q1	$790K	Buy	4,801 +53	+1%	+$8.13K	0.04%	434
2021 Q4	$885K	Buy	4,748 +3,107	+189%	+$542K	0.04%	424
2021 Q3	$249K	Buy	+1,641	New	+$250K	0.01%	778