Keudell/Morrison Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Hold
2025 Q1	$285K	Hold
2024 Q4	$337K	Sell
2024 Q3	$304K	Sell
2024 Q2	$351K	Sell
2024 Q1	$360K	Sell
2023 Q4	$321K	Buy
2022 Q1	–	Sell
2021 Q4	$203K	Buy