Marcum Wealth’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
Q1
$282K Sell
1,108
-15
-1% -$3.82K 0.02% 297
2024
Q4
$337K Buy
1,123
+44
+4% +$13.2K 0.03% 262
2024
Q3
$292K Sell
1,079
-92
-8% -$24.9K 0.03% 291
2024
Q2
$360K Buy
1,171
+26
+2% +$8K 0.04% 243
2024
Q1
$356K Sell
1,145
-14
-1% -$4.36K 0.04% 240
2023
Q4
$316K Buy
1,159
+79
+7% +$21.5K 0.03% 243
2023
Q3
$253K Buy
1,080
+56
+5% +$13.1K 0.03% 274
2023
Q2
$240K Sell
1,024
-25
-2% -$5.86K 0.03% 294
2023
Q1
$220K Buy
+1,049
New +$220K 0.03% 305