Mission 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
$1.9M Buy
6,163
+456
+8% +$141K 0.04% 212
2025
Q1
$1.45M Buy
5,707
+21
+0.4% +$5.34K 0.04% 219
2024
Q4
$1.71M Sell
5,686
-759
-12% -$228K 0.04% 198
2024
Q3
$1.75M Sell
6,445
-29
-0.4% -$7.86K 0.04% 183
2024
Q2
$1.99M Buy
6,474
+155
+2% +$47.7K 0.05% 167
2024
Q1
$1.97M Sell
6,319
-269
-4% -$83.7K 0.05% 180
2023
Q4
$1.79M Buy
6,588
+91
+1% +$24.8K 0.06% 154
2023
Q3
$1.52M Sell
6,497
-44
-0.7% -$10.3K 0.06% 156
2023
Q2
$1.53M Sell
6,541
-747
-10% -$175K 0.06% 158
2023
Q1
$1.53M Sell
7,288
-22
-0.3% -$4.62K 0.06% 156
2022
Q4
$1.17M Buy
7,310
+55
+0.8% +$8.84K 0.06% 176
2022
Q3
$1.19M Sell
7,255
-95
-1% -$15.5K 0.06% 155
2022
Q2
$1.1M Buy
7,350
+923
+14% +$139K 0.06% 171
2022
Q1
$1.06M Buy
6,427
+840
+15% +$138K 0.05% 184
2021
Q4
$1.04M Sell
5,587
-160
-3% -$29.8K 0.05% 179
2021
Q3
$870K Sell
5,747
-225
-4% -$34.1K 0.04% 189
2021
Q2
$817K Sell
5,972
-19
-0.3% -$2.6K 0.04% 192
2021
Q1
$821K Buy
5,991
+646
+12% +$88.5K 0.05% 169
2020
Q4
$729K Buy
5,345
+1,621
+44% +$221K 0.05% 172
2020
Q3
$397K Buy
3,724
+80
+2% +$8.53K 0.03% 233
2020
Q2
$350K Buy
3,644
+218
+6% +$20.9K 0.03% 228
2020
Q1
$226K Sell
3,426
-92
-3% -$6.07K 0.02% 265
2019
Q4
$244K Buy
3,518
+264
+8% +$18.3K 0.02% 287
2019
Q3
$215K Sell
3,254
-300
-8% -$19.8K 0.02% 296
2019
Q2
$252K Buy
3,554
+35
+1% +$2.48K 0.03% 261
2019
Q1
$223K Buy
+3,519
New +$223K 0.03% 288