Perigon 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 | $664K | Sell |
2,155
-2,818
| -57% | -$868K | 0.02% | 595 |
|
|
2025
Q1 | $1.26M | Sell |
4,973
-319
| -6% | -$81.1K | 0.03% | 400 |
|
|
2024
Q4 | $1.58M | Buy |
5,292
+84
| +2% | +$25.1K | 0.04% | 344 |
|
|
2024
Q3 | $1.41M | Buy |
5,208
+24
| +0.5% | +$6.51K | 0.04% | 347 |
|
|
2024
Q2 | $1.6M | Buy |
5,184
+320
| +7% | +$98.5K | 0.05% | 288 |
|
|
2024
Q1 | $1.51M | Buy |
4,864
+2,524
| +108% | +$786K | 0.05% | 289 |
|
|
2023
Q4 | $637K | Buy |
2,340
+1,211
| +107% | +$330K | 0.02% | 435 |
|
|
2023
Q3 | $265K | Buy |
1,129
+270
| +31% | +$63.3K | 0.01% | 637 |
|
|
2023
Q2 | $201K | Buy |
+859
| New | +$201K | 0.01% | 732 |
|
|
2021
Q1 | – | Sell |
-447
| Closed | -$61K | – | 573 |
|
|
2020
Q4 | $61K | Buy |
+447
| New | +$61K | 0.01% | 680 |
|