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 |
|