MinichMacGregor Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,807
| Closed | -$7.63M | – | 118 |
|
|
2024
Q2 | $7.63M | Buy |
24,807
+3,072
| +14% | +$945K | 1.86% | 30 |
|
|
2024
Q1 | $6.78M | Buy |
21,735
+1,026
| +5% | +$320K | 1.73% | 27 |
|
|
2023
Q4 | $5.64M | Buy |
20,709
+4,996
| +32% | +$1.36M | 1.63% | 24 |
|
|
2023
Q3 | $3.68M | Buy |
15,713
+2,398
| +18% | +$562K | 1.22% | 28 |
|
|
2023
Q2 | $3.12M | Buy |
13,315
+855
| +7% | +$201K | 0.98% | 37 |
|
|
2023
Q1 | $2.62M | Sell |
12,460
-363
| -3% | -$76.3K | 0.87% | 33 |
|
|
2022
Q4 | $2.06M | Buy |
12,823
+1,586
| +14% | +$255K | 0.74% | 28 |
|
|
2022
Q3 | $1.84M | Sell |
11,237
-1,531
| -12% | -$250K | 0.73% | 33 |
|
|
2022
Q2 | $1.92M | Sell |
12,768
-216
| -2% | -$32.4K | 0.79% | 30 |
|
|
2022
Q1 | $2.14M | Buy |
12,984
+2,370
| +22% | +$390K | 0.68% | 35 |
|
|
2021
Q4 | $1.98M | Sell |
10,614
-174
| -2% | -$32.4K | 0.6% | 42 |
|
|
2021
Q3 | $1.63M | Buy |
10,788
+765
| +8% | +$116K | 0.55% | 37 |
|
|
2021
Q2 | $1.37M | Buy |
10,023
+1,456
| +17% | +$199K | 0.48% | 41 |
|
|
2021
Q1 | $1.17M | Buy |
8,567
+603
| +8% | +$82.6K | 0.44% | 41 |
|
|
2020
Q4 | $1.09M | Buy |
7,964
+847
| +12% | +$116K | 0.44% | 41 |
|
|
2020
Q3 | $758K | Buy |
7,117
+509
| +8% | +$54.2K | 0.36% | 41 |
|
|
2020
Q2 | $634K | Buy |
+6,608
| New | +$634K | 0.35% | 36 |
|