Moneta Group Investment Advisors’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 | $829K | Sell |
2,689
-708
| -21% | -$218K | 0.01% | 337 |
|
|
2025
Q1 | $864K | Sell |
3,397
-1,706
| -33% | -$434K | 0.01% | 308 |
|
|
2024
Q4 | $1.53M | Sell |
5,103
-197
| -4% | -$59.2K | 0.02% | 239 |
|
|
2024
Q3 | $1.44M | Buy |
5,300
+643
| +14% | +$174K | 0.02% | 244 |
|
|
2024
Q2 | $1.43M | Sell |
4,657
-862
| -16% | -$265K | 0.02% | 226 |
|
|
2024
Q1 | $1.72M | Sell |
5,519
-881
| -14% | -$274K | 0.03% | 201 |
|
|
2023
Q4 | $1.74M | Buy |
6,400
+1
| +0% | +$272 | 0.03% | 188 |
|
|
2023
Q3 | $1.5M | Buy |
6,399
+4,989
| +354% | +$1.17M | 0.03% | 189 |
|
|
2023
Q2 | $331K | Sell |
1,410
-185
| -12% | -$43.4K | 0.01% | 413 |
|
|
2023
Q1 | $335K | Buy |
+1,595
| New | +$335K | 0.01% | 395 |
|
|
2022
Q3 | – | Sell |
-1,486
| Closed | -$223K | – | 439 |
|
|
2022
Q2 | $223K | Buy |
+1,486
| New | +$223K | 0.01% | 426 |
|