Private Advisory Group’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,327
Closed -$413K 174
2024
Q1
$413K Sell
1,327
-1,856
-58% -$578K 0.06% 145
2023
Q4
$867K Sell
3,183
-150
-5% -$40.9K 0.15% 107
2023
Q3
$781K Sell
3,333
-3,003
-47% -$704K 0.15% 112
2023
Q2
$1.49M Buy
6,336
+4,039
+176% +$947K 0.29% 83
2023
Q1
$483K Sell
2,297
-388
-14% -$81.5K 0.1% 127
2022
Q4
$431K Sell
2,685
-181
-6% -$29.1K 0.09% 139
2022
Q3
$468K Buy
+2,866
New +$468K 0.11% 125
2020
Q4
Sell
-4,953
Closed -$528K 115
2020
Q3
$528K Sell
4,953
-30
-0.6% -$3.2K 0.21% 69
2020
Q2
$478K Buy
+4,983
New +$478K 0.2% 74
2020
Q1
Sell
-6,444
Closed -$447K 96
2019
Q4
$447K Buy
6,444
+105
+2% +$7.28K 0.18% 71
2019
Q3
$419K Buy
+6,339
New +$419K 0.18% 76