Napa 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 | $537K | Sell |
1,743
-142
| -8% | -$43.8K | 0.26% | 87 |
|
|
2025
Q1 | $479K | Sell |
1,885
-29
| -2% | -$7.38K | 0.27% | 120 |
|
|
2024
Q4 | $575K | Sell |
1,914
-23
| -1% | -$6.91K | 0.25% | 110 |
|
|
2024
Q3 | $525K | Sell |
1,937
-16
| -0.8% | -$4.34K | 0.25% | 94 |
|
|
2024
Q2 | $601K | Sell |
1,953
-23
| -1% | -$7.08K | 0.41% | 65 |
|
|
2024
Q1 | $615K | Buy |
1,976
+70
| +4% | +$21.8K | 0.32% | 26 |
|
|
2023
Q4 | $519K | Buy |
+1,906
| New | +$519K | 0.28% | 64 |
|