Key Financial Inc’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	$11.1K	Sell	40 -4	-9%	-$1.19K	﹤0.01%	863
2025 Q4	$13.8K	Sell	44 -7	-14%	-$2.28K	﹤0.01%	803
2025 Q3	$17.9K	Sell	51 -78	-60%	-$26.8K	﹤0.01%	732
2025 Q2	$39.8K	Buy	129 +82	+174%	+$23.8K	0.01%	546
2025 Q1	$12K	Buy	47 +2	+4%	+$556	﹤0.01%	777
2024 Q4	$13.5K	Buy	45 +7	+18%	+$2.04K	﹤0.01%	750
2024 Q3	$10.3K	Buy	38 +5	+15%	+$1.38K	﹤0.01%	789
2024 Q2	$10.2K	Hold	33	–	–	﹤0.01%	774
2024 Q1	$10.3K	Hold	33	–	–	﹤0.01%	749
2023 Q4	$8.99K	Hold	33	–	–	﹤0.01%	769
2023 Q3	$7.73K	Hold	33	–	–	﹤0.01%	793
2023 Q2	$7.74K	Buy	+33	New	+$7.18K	﹤0.01%	797