Pinnacle Wealth Planning Services’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
2025
Q1
$313K Buy
2024
Q4
$363K Sell
2024
Q3
$414K Sell
2024
Q2
$477K Buy
2024
Q1
$383K Hold
2023
Q4
$335K Sell
2023
Q3
$293K Buy
2023
Q2
$291K Hold
2023
Q1
$261K Sell
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$275K Buy
2021
Q4
$216K Buy
2021
Q1
Sell
2020
Q4
$116K Buy
2019
Q3
Sell
2019
Q2
$230K Buy
2019
Q1
$206K Buy