Kingswood Wealth Advisors’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 | $358K | Buy |
1,163
+88
| +8% | +$27.1K | 0.03% | 516 |
|
|
2025
Q1 | $273K | Buy |
1,075
+82
| +8% | +$20.9K | 0.03% | 578 |
|
|
2024
Q4 | $298K | Sell |
993
-6,509
| -87% | -$1.96M | 0.02% | 608 |
|
|
2024
Q3 | $2.03M | Sell |
7,502
-64
| -0.8% | -$17.3K | 0.15% | 162 |
|
|
2024
Q2 | $2.33M | Sell |
7,566
-67
| -0.9% | -$20.6K | 0.21% | 104 |
|
|
2024
Q1 | $2.38M | Sell |
7,633
-6
| -0.1% | -$1.87K | 0.27% | 81 |
|
|
2023
Q4 | $2.08M | Sell |
7,639
-915
| -11% | -$249K | 0.24% | 95 |
|
|
2023
Q3 | $2M | Buy |
+8,554
| New | +$2M | 0.34% | 76 |
|