Quotient Wealth Partners’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
$550K Buy
1,784
+485
+37% +$149K 0.02% 172
2025
Q1
$330K Buy
1,299
+181
+16% +$46K 0.01% 238
2024
Q4
$336K Buy
1,118
+360
+47% +$108K 0.01% 226
2024
Q3
$205K Sell
758
-160
-17% -$43.4K 0.01% 305
2024
Q2
$283K Buy
918
+9
+1% +$2.77K 0.01% 255
2024
Q1
$283K Sell
909
-95
-9% -$29.6K 0.01% 239
2023
Q4
$273K Buy
+1,004
New +$273K 0.01% 235