Legacy Financial Advisors’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 | $368K | Sell |
1,326
-25
| -2% | -$7.46K | 0.05% | 288 |
|
|
2025
Q4 | $422K | Buy |
1,351
+21
| +2% | +$6.85K | 0.06% | 250 |
|
|
2025
Q3 | $467K | Sell |
1,330
-14
| -1% | -$4.82K | 0.06% | 239 |
|
|
2025
Q2 | $414K | Buy |
1,344
+47
| +4% | +$13.7K | 0.06% | 225 |
|
|
2025
Q1 | $330K | Sell |
1,297
-81
| -6% | -$22.5K | 0.06% | 261 |
|
|
2024
Q4 | $414K | Sell |
1,378
-54
| -4% | -$15.7K | 0.07% | 224 |
|
|
2024
Q3 | $388K | Buy |
1,432
+3
| +0.2% | +$829 | 0.07% | 236 |
|
|
2024
Q2 | $440K | Buy |
1,429
+5
| +0.4% | +$1.48K | 0.08% | 191 |
|
|
2024
Q1 | $443K | Buy |
1,424
+14
| +1% | +$4.14K | 0.08% | 191 |
|
|
2023
Q4 | $384K | Buy |
1,410
+10
| +0.7% | +$2.58K | 0.07% | 193 |
|
|
2023
Q3 | $328K | Buy |
1,400
+88
| +7% | +$20.6K | 0.07% | 193 |
|
|
2023
Q2 | $308K | Buy |
1,312
+68
| +5% | +$14.8K | 0.06% | 196 |
|
|
2023
Q1 | $261K | Sell |
1,244
-242
| -16% | -$45.8K | 0.05% | 204 |
|
|
2022
Q4 | $239K | Buy |
1,486
+100
| +7% | +$16K | 0.05% | 211 |
|
|
2022
Q3 | $227K | Buy |
+1,386
| New | +$238K | 0.05% | 195 |
|
|
2019
Q2 | – | Sell |
-1,968
| Closed | -$125K | – | 247 |
|
|
2019
Q1 | $125K | Sell |
1,968
-1,077
| -35% | -$57.1K | 0.04% | 140 |
|
|
2018
Q4 | $132K | Buy |
3,045
+1,452
| +91% | +$63K | 0.05% | 126 |
|
|
2018
Q3 | $72K | Hold |
1,593
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $72K | Sell |
1,593
-908
| -36% | -$37.3K | 0.03% | 202 |
|
|
2018
Q1 | $92K | Buy |
2,501
+216
| +9% | +$8.81K | 0.04% | 176 |
|
|
2017
Q4 | $95K | Buy |
+2,285
| New | +$98.2K | 0.04% | 180 |
|
Other funds holding CDNS
VCM
VPM
