Pinnacle 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 | $229K | Sell |
744
-4,908
| -87% | -$1.51M | 0.19% | 39 |
|
|
2025
Q1 | $1.44M | Sell |
5,652
-660
| -10% | -$168K | 1.62% | 14 |
|
|
2024
Q4 | $1.9M | Sell |
6,312
-52
| -0.8% | -$15.6K | 2.11% | 27 |
|
|
2024
Q3 | $1.72M | Buy |
6,364
+4
| +0.1% | +$1.08K | 2.06% | 26 |
|
|
2024
Q2 | $1.96M | Buy |
6,360
+13
| +0.2% | +$4K | 2.45% | 21 |
|
|
2024
Q1 | $1.98M | Sell |
6,347
-5,338
| -46% | -$1.66M | 2.06% | 21 |
|
|
2023
Q4 | $3.18M | Buy |
11,685
+4,614
| +65% | +$1.26M | 3.64% | 9 |
|
|
2023
Q3 | $1.66M | Sell |
7,071
-3,505
| -33% | -$821K | 2.01% | 22 |
|
|
2023
Q2 | $2.48M | Buy |
+10,576
| New | +$2.48M | 2.5% | 10 |
|