MPM
Meritage Portfolio Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
37,186
-2,027
| -5% | -$625K | 0.73% | 30 |
|
|
2025
Q1 | $9.97M | Sell |
39,213
-1,272
| -3% | -$324K | 0.66% | 33 |
|
|
2024
Q4 | $12.2M | Sell |
40,485
-1,017
| -2% | -$306K | 0.75% | 32 |
|
|
2024
Q3 | $11.2M | Sell |
41,502
-39,654
| -49% | -$10.7M | 0.69% | 29 |
|
|
2024
Q2 | $25M | Sell |
81,156
-1,337
| -2% | -$411K | 1.58% | 9 |
|
|
2024
Q1 | $25.7M | Sell |
82,493
-3,913
| -5% | -$1.22M | 1.63% | 8 |
|
|
2023
Q4 | $23.5M | Buy |
86,406
+5,974
| +7% | +$1.63M | 1.55% | 8 |
|
|
2023
Q3 | $18.8M | Sell |
80,432
-515
| -0.6% | -$121K | 1.39% | 8 |
|
|
2023
Q2 | $19M | Sell |
80,947
-3,966
| -5% | -$930K | 1.34% | 9 |
|
|
2023
Q1 | $17.8M | Sell |
84,913
-2,305
| -3% | -$484K | 1.34% | 10 |
|
|
2022
Q4 | $14M | Sell |
87,218
-4,192
| -5% | -$673K | 1.1% | 15 |
|
|
2022
Q3 | $14.9M | Buy |
91,410
+36,088
| +65% | +$5.9M | 1.24% | 14 |
|
|
2022
Q2 | $8.3M | Buy |
+55,322
| New | +$8.3M | 0.64% | 40 |
|