Lifeworks 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 | $380K | Buy |
1,233
+233
| +23% | +$71.8K | 0.06% | 230 |
|
2025
Q1 | $254K | Buy |
1,000
+247
| +33% | +$62.8K | 0.04% | 263 |
|
2024
Q4 | $226K | Buy |
+753
| New | +$226K | 0.04% | 276 |
|
2022
Q3 | – | Sell |
-8,657
| Closed | -$1.3M | – | 130 |
|
2022
Q2 | $1.3M | Sell |
8,657
-1,368
| -14% | -$205K | 0.82% | 33 |
|
2022
Q1 | $1.65M | Buy |
10,025
+6,222
| +164% | +$1.02M | 1.09% | 25 |
|
2021
Q4 | $709K | Buy |
+3,803
| New | +$709K | 0.56% | 54 |
|