Montag & Associates’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 | $439K | Sell |
1,425
-157
| -10% | -$48.4K | 0.02% | 319 |
|
|
2025
Q1 | $402K | Hold |
1,582
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $475K | Hold |
1,582
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $429K | Buy |
1,582
+50
| +3% | +$13.6K | 0.02% | 340 |
|
|
2024
Q2 | $471K | Sell |
1,532
-3,976
| -72% | -$1.22M | 0.02% | 314 |
|
|
2024
Q1 | $1.71M | Buy |
5,508
+524
| +11% | +$163K | 0.09% | 192 |
|
|
2023
Q4 | $1.36M | Buy |
4,984
+833
| +20% | +$227K | 0.08% | 191 |
|
|
2023
Q3 | $973K | Buy |
4,151
+400
| +11% | +$93.7K | 0.06% | 220 |
|
|
2023
Q2 | $880K | Sell |
3,751
-69
| -2% | -$16.2K | 0.05% | 227 |
|
|
2023
Q1 | $803K | Buy |
3,820
+3,055
| +399% | +$642K | 0.05% | 238 |
|
|
2022
Q4 | $123K | Hold |
765
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $125K | Buy |
765
+488
| +176% | +$79.7K | 0.01% | 417 |
|
|
2022
Q2 | $42K | Hold |
277
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $46K | Sell |
277
-25
| -8% | -$4.15K | ﹤0.01% | 576 |
|
|
2021
Q4 | $56K | Hold |
302
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $46K | Hold |
302
| – | – | ﹤0.01% | 574 |
|
|
2021
Q2 | $41K | Sell |
302
-153
| -34% | -$20.8K | ﹤0.01% | 577 |
|
|
2021
Q1 | $62K | Buy |
455
+120
| +36% | +$16.4K | ﹤0.01% | 527 |
|
|
2020
Q4 | $46K | Buy |
+335
| New | +$46K | ﹤0.01% | 547 |
|