OWA
Outlook Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
1,583
-34
| -2% | -$10.5K | 0.13% | 147 |
|
|
2025
Q1 | $411K | Buy |
1,617
+12
| +0.7% | +$3.05K | 0.11% | 168 |
|
|
2024
Q4 | $482K | Buy |
1,605
+391
| +32% | +$117K | 0.14% | 138 |
|
|
2024
Q3 | $329K | Sell |
1,214
-2,600
| -68% | -$705K | 0.09% | 209 |
|
|
2024
Q2 | $1.17M | Sell |
3,814
-147
| -4% | -$45.2K | 0.37% | 53 |
|
|
2024
Q1 | $1.23M | Sell |
3,961
-77
| -2% | -$24K | 0.38% | 53 |
|
|
2023
Q4 | $1.1M | Sell |
4,038
-468
| -10% | -$127K | 0.38% | 56 |
|
|
2023
Q3 | $1.06M | Buy |
4,506
+227
| +5% | +$53.2K | 0.4% | 55 |
|
|
2023
Q2 | $1M | Sell |
4,279
-1,544
| -27% | -$362K | 0.38% | 58 |
|
|
2023
Q1 | $1.22M | Sell |
5,823
-92
| -2% | -$19.3K | 0.54% | 46 |
|
|
2022
Q4 | $950K | Sell |
5,915
-183
| -3% | -$29.4K | 0.45% | 52 |
|
|
2022
Q3 | $997K | Sell |
6,098
-98
| -2% | -$16K | 0.45% | 53 |
|
|
2022
Q2 | $930K | Buy |
6,196
+50
| +0.8% | +$7.51K | 0.38% | 62 |
|
|
2022
Q1 | $1.01M | Buy |
6,146
+489
| +9% | +$80.4K | 0.34% | 71 |
|
|
2021
Q4 | $1.05M | Buy |
5,657
+15
| +0.3% | +$2.8K | 0.31% | 69 |
|
|
2021
Q3 | $854K | Buy |
5,642
+69
| +1% | +$10.4K | 0.28% | 91 |
|
|
2021
Q2 | $762K | Buy |
5,573
+369
| +7% | +$50.5K | 0.24% | 99 |
|
|
2021
Q1 | $713K | Buy |
5,204
+1,596
| +44% | +$219K | 0.25% | 94 |
|
|
2020
Q4 | $492K | Buy |
3,608
+158
| +5% | +$21.5K | 0.18% | 130 |
|
|
2020
Q3 | $368K | Buy |
3,450
+479
| +16% | +$51.1K | 0.15% | 134 |
|
|
2020
Q2 | $285K | Buy |
+2,971
| New | +$285K | 0.12% | 145 |
|