Lyell 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 | $15.5M | Buy |
50,339
+2,357
| +5% | +$726K | 1.23% | 25 |
|
|
2025
Q1 | $12.2M | Buy |
47,982
+3,198
| +7% | +$813K | 1.14% | 29 |
|
|
2024
Q4 | $13.5M | Buy |
44,784
+282
| +0.6% | +$84.7K | 1.21% | 22 |
|
|
2024
Q3 | $12.1M | Buy |
44,502
+2,404
| +6% | +$652K | 1.1% | 28 |
|
|
2024
Q2 | $13M | Buy |
42,098
+2,948
| +8% | +$907K | 1.24% | 22 |
|
|
2024
Q1 | $12.2M | Sell |
39,150
-443
| -1% | -$138K | 1.24% | 26 |
|
|
2023
Q4 | $10.8M | Sell |
39,593
-536
| -1% | -$146K | 1.23% | 26 |
|
|
2023
Q3 | $9.4M | Sell |
40,129
-215
| -0.5% | -$50.4K | 1.26% | 25 |
|
|
2023
Q2 | $9.46M | Buy |
40,344
+317
| +0.8% | +$74.3K | 1.21% | 29 |
|
|
2023
Q1 | $8.41M | Sell |
40,027
-70
| -0.2% | -$14.7K | 1.18% | 28 |
|
|
2022
Q4 | $6.44M | Sell |
40,097
-1,559
| -4% | -$250K | 1.02% | 38 |
|
|
2022
Q3 | $6.81M | Sell |
41,656
-284
| -0.7% | -$46.4K | 1.16% | 26 |
|
|
2022
Q2 | $6.29M | Sell |
41,940
-120
| -0.3% | -$18K | 1.03% | 33 |
|
|
2022
Q1 | $6.92M | Buy |
42,060
+671
| +2% | +$110K | 0.89% | 38 |
|
|
2021
Q4 | $7.71M | Buy |
41,389
+1,413
| +4% | +$263K | 0.88% | 42 |
|
|
2021
Q3 | $6.05M | Buy |
39,976
+3,834
| +11% | +$581K | 0.74% | 51 |
|
|
2021
Q2 | $4.95M | Buy |
36,142
+2,492
| +7% | +$341K | 0.61% | 60 |
|
|
2021
Q1 | $4.61M | Buy |
33,650
+24,507
| +268% | +$3.36M | 0.67% | 57 |
|
|
2020
Q4 | $1.25M | Buy |
+9,143
| New | +$1.25M | 0.2% | 79 |
|