NewEdge Wealth’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 | $922K | Sell |
2,603
-696
| -21% | -$247K | 0.01% | 554 |
|
2025
Q1 | $839K | Sell |
3,299
-95,423
| -97% | -$24.3M | 0.02% | 512 |
|
2024
Q4 | $29.7M | Buy |
98,722
+4,739
| +5% | +$1.42M | 0.51% | 48 |
|
2024
Q3 | $25.5M | Buy |
93,983
+4,382
| +5% | +$1.19M | 0.46% | 65 |
|
2024
Q2 | $27.6M | Buy |
89,601
+460
| +0.5% | +$142K | 0.6% | 43 |
|
2024
Q1 | $24.6M | Buy |
89,141
+9,636
| +12% | +$2.66M | 0.55% | 45 |
|
2023
Q4 | $21.7M | Buy |
79,505
+9,493
| +14% | +$2.59M | 0.55% | 43 |
|
2023
Q3 | $16.4M | Buy |
70,012
+17,285
| +33% | +$4.05M | 0.52% | 52 |
|
2023
Q2 | $12.4M | Buy |
52,727
+1,453
| +3% | +$341K | 0.41% | 72 |
|
2023
Q1 | $10.8M | Buy |
51,274
+2,216
| +5% | +$466K | 0.41% | 71 |
|
2022
Q4 | $7.88M | Buy |
+49,058
| New | +$7.88M | 0.34% | 87 |
|