OneDigital 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 | $557K | Sell |
1,809
-69
| -4% | -$21.3K | 0.01% | 865 |
|
|
2025
Q1 | $478K | Sell |
1,878
-2,018
| -52% | -$513K | 0.01% | 879 |
|
|
2024
Q4 | $1.17M | Buy |
3,896
+419
| +12% | +$126K | 0.01% | 579 |
|
|
2024
Q3 | $942K | Buy |
3,477
+1,350
| +63% | +$366K | 0.01% | 676 |
|
|
2024
Q2 | $655K | Buy |
2,127
+688
| +48% | +$212K | 0.01% | 784 |
|
|
2024
Q1 | $448K | Sell |
1,439
-666
| -32% | -$207K | 0.01% | 768 |
|
|
2023
Q4 | $573K | Buy |
2,105
+969
| +85% | +$264K | 0.01% | 663 |
|
|
2023
Q3 | $266K | Buy |
+1,136
| New | +$266K | 0.01% | 843 |
|
|
2023
Q2 | – | Sell |
-1,120
| Closed | -$235K | – | 1018 |
|
|
2023
Q1 | $235K | Buy |
+1,120
| New | +$235K | 0.01% | 857 |
|