Meridian 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
$2.1M Sell
6,819
-160
-2% -$49.3K 0.09% 197
2025
Q1
$1.78M Sell
6,979
-426
-6% -$108K 0.09% 197
2024
Q4
$2.22M Buy
7,405
+91
+1% +$27.3K 0.11% 178
2024
Q3
$1.98M Buy
+7,314
New +$1.98M 0.1% 181
2024
Q2
Sell
-7,854
Closed -$2.44M 322
2024
Q1
$2.44M Buy
7,854
+14
+0.2% +$4.36K 0.41% 48
2023
Q4
$2.14M Sell
7,840
-6,890
-47% -$1.88M 0.14% 168
2023
Q3
$3.45M Buy
14,730
+7,067
+92% +$1.66M 0.21% 96
2023
Q2
$1.8M Sell
7,663
-1
-0% -$235 0.15% 128
2023
Q1
$1.61M Sell
7,664
-4
-0.1% -$840 0.14% 147
2022
Q4
$1.23M Buy
7,668
+76
+1% +$12.2K 0.12% 165
2022
Q3
$1.24M Sell
7,592
-8,028
-51% -$1.31M 0.13% 160
2022
Q2
$2.34M Buy
+15,620
New +$2.34M 0.19% 134