Pinnacle Wealth Planning Services’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 | $401K | Buy |
1,301
+72
| +6% | +$22.2K | 0.05% | 235 |
|
|
2025
Q1 | $313K | Buy |
1,229
+20
| +2% | +$5.09K | 0.05% | 250 |
|
|
2024
Q4 | $363K | Sell |
1,209
-317
| -21% | -$95.2K | 0.05% | 211 |
|
|
2024
Q3 | $414K | Sell |
1,526
-23
| -1% | -$6.23K | 0.06% | 226 |
|
|
2024
Q2 | $477K | Buy |
1,549
+318
| +26% | +$97.9K | 0.07% | 192 |
|
|
2024
Q1 | $383K | Hold |
1,231
| – | – | 0.06% | 237 |
|
|
2023
Q4 | $335K | Sell |
1,231
-18
| -1% | -$4.9K | 0.05% | 242 |
|
|
2023
Q3 | $293K | Buy |
1,249
+8
| +0.6% | +$1.87K | 0.05% | 258 |
|
|
2023
Q2 | $291K | Hold |
1,241
| – | – | 0.05% | 268 |
|
|
2023
Q1 | $261K | Sell |
1,241
-12
| -1% | -$2.52K | 0.04% | 301 |
|
|
2022
Q4 | $201K | Buy |
+1,253
| New | +$201K | 0.04% | 376 |
|
|
2022
Q2 | – | Sell |
-1,671
| Closed | -$275K | – | 429 |
|
|
2022
Q1 | $275K | Buy |
1,671
+512
| +44% | +$84.3K | 0.05% | 282 |
|
|
2021
Q4 | $216K | Buy |
+1,159
| New | +$216K | 0.04% | 342 |
|
|
2021
Q1 | – | Sell |
-851
| Closed | -$116K | – | 623 |
|
|
2020
Q4 | $116K | Buy |
+851
| New | +$116K | 0.03% | 413 |
|
|
2019
Q3 | – | Sell |
-3,249
| Closed | -$230K | – | 207 |
|
|
2019
Q2 | $230K | Buy |
3,249
+1
| +0% | +$71 | 0.14% | 145 |
|
|
2019
Q1 | $206K | Buy |
+3,248
| New | +$206K | 0.14% | 142 |
|