Kingsview 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 | $406K | Sell |
1,318
-1,187
| -47% | -$366K | 0.01% | 845 |
|
|
2025
Q1 | $637K | Sell |
2,505
-2,317
| -48% | -$589K | 0.01% | 657 |
|
|
2024
Q4 | $1.45M | Buy |
4,822
+57
| +1% | +$17.1K | 0.03% | 465 |
|
|
2024
Q3 | $1.29M | Sell |
4,765
-2,570
| -35% | -$697K | 0.03% | 473 |
|
|
2024
Q2 | $2.26M | Sell |
7,335
-77
| -1% | -$23.7K | 0.05% | 320 |
|
|
2024
Q1 | $2.31M | Sell |
7,412
-88
| -1% | -$27.4K | 0.06% | 308 |
|
|
2023
Q4 | $2.04M | Buy |
7,500
+204
| +3% | +$55.6K | 0.06% | 274 |
|
|
2023
Q3 | $1.71M | Buy |
7,296
+15
| +0.2% | +$3.52K | 0.06% | 313 |
|
|
2023
Q2 | $1.71M | Buy |
+7,281
| New | +$1.71M | 0.07% | 275 |
|
|
2022
Q4 | – | Sell |
-2,705
| Closed | -$442K | – | 846 |
|
|
2022
Q3 | $442K | Hold |
2,705
| – | – | 0.02% | 530 |
|
|
2022
Q2 | $406K | Hold |
2,705
| – | – | 0.02% | 582 |
|
|
2022
Q1 | $445K | Hold |
2,705
| – | – | 0.02% | 598 |
|
|
2021
Q4 | $504K | Buy |
+2,705
| New | +$504K | 0.02% | 568 |
|
|
2021
Q2 | – | Sell |
-1,510
| Closed | -$214K | – | 871 |
|
|
2021
Q1 | $214K | Sell |
1,510
-9
| -0.6% | -$1.28K | 0.01% | 750 |
|
|
2020
Q4 | $207K | Buy |
+1,519
| New | +$207K | 0.02% | 646 |
|
|
2019
Q4 | – | Sell |
-3,600
| Closed | -$238K | – | 465 |
|
|
2019
Q3 | $238K | Buy |
+3,600
| New | +$238K | 0.04% | 376 |
|