Keudell/Morrison Wealth Management’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 | $345K | Hold |
1,120
| – | – | 0.08% | 155 |
|
|
2025
Q1 | $285K | Hold |
1,120
| – | – | 0.07% | 164 |
|
|
2024
Q4 | $337K | Sell |
1,120
-3
| -0.3% | -$901 | 0.09% | 146 |
|
|
2024
Q3 | $304K | Sell |
1,123
-16
| -1% | -$4.34K | 0.08% | 160 |
|
|
2024
Q2 | $351K | Sell |
1,139
-18
| -2% | -$5.54K | 0.1% | 141 |
|
|
2024
Q1 | $360K | Sell |
1,157
-21
| -2% | -$6.54K | 0.11% | 143 |
|
|
2023
Q4 | $321K | Buy |
+1,178
| New | +$321K | 0.11% | 144 |
|
|
2022
Q1 | – | Sell |
-1,091
| Closed | -$203K | – | 182 |
|
|
2021
Q4 | $203K | Buy |
+1,091
| New | +$203K | 0.08% | 181 |
|