Plante Moran Financial Advisors’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 | $15.1K | Hold |
49
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $12.5K | Sell |
49
-80
| -62% | -$20.3K | ﹤0.01% | 534 |
|
|
2024
Q4 | $38.8K | Hold |
129
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $35K | Hold |
129
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $39.7K | Hold |
129
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $40.2K | Sell |
129
-33
| -20% | -$10.3K | ﹤0.01% | 390 |
|
|
2023
Q4 | $44.1K | Buy |
162
+33
| +26% | +$8.99K | ﹤0.01% | 332 |
|
|
2023
Q3 | $30.2K | Sell |
129
-191
| -60% | -$44.8K | ﹤0.01% | 362 |
|
|
2023
Q2 | $75K | Buy |
320
+146
| +84% | +$34.2K | 0.01% | 257 |
|
|
2023
Q1 | $36.6K | Sell |
174
-2
| -1% | -$420 | 0.01% | 337 |
|
|
2022
Q4 | $28.3K | Buy |
176
+2
| +1% | +$321 | ﹤0.01% | 392 |
|
|
2022
Q3 | $28K | Sell |
174
-42
| -19% | -$6.76K | ﹤0.01% | 397 |
|
|
2022
Q2 | $32K | Buy |
216
+42
| +24% | +$6.22K | 0.01% | 375 |
|
|
2022
Q1 | $29K | Sell |
174
-76
| -30% | -$12.7K | 0.01% | 417 |
|
|
2021
Q4 | $47K | Sell |
250
-9
| -3% | -$1.69K | 0.01% | 378 |
|
|
2021
Q3 | $39K | Buy |
259
+69
| +36% | +$10.4K | 0.01% | 424 |
|
|
2021
Q2 | $26K | Sell |
190
-79
| -29% | -$10.8K | 0.01% | 502 |
|
|
2021
Q1 | $37K | Sell |
269
-8
| -3% | -$1.1K | 0.01% | 420 |
|
|
2020
Q4 | $38K | Buy |
277
+8
| +3% | +$1.1K | 0.01% | 402 |
|
|
2020
Q3 | $29K | Buy |
269
+208
| +341% | +$22.4K | 0.01% | 416 |
|
|
2020
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 664 |
|
|
2019
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 649 |
|
|
2018
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 645 |
|
|
2018
Q3 | $3K | Sell |
61
-100
| -62% | -$4.92K | ﹤0.01% | 635 |
|
|
2018
Q2 | $7K | Buy |
161
+100
| +164% | +$4.35K | ﹤0.01% | 587 |
|
|
2018
Q1 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 819 |
|
|
2017
Q3 | – | Sell |
-546
| Closed | -$18K | – | 811 |
|
|
2017
Q2 | $18K | Hold |
546
| – | – | 0.01% | 480 |
|
|
2017
Q1 | $17K | Sell |
546
-100
| -15% | -$3.11K | 0.01% | 500 |
|
|
2016
Q4 | $16K | Sell |
646
-27
| -4% | -$669 | 0.01% | 508 |
|
|
2016
Q3 | $17K | Buy |
673
+564
| +517% | +$14.2K | 0.01% | 515 |
|
|
2016
Q2 | $3K | Buy |
109
+6
| +6% | +$165 | ﹤0.01% | 706 |
|
|
2016
Q1 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 709 |
|