Regent Peak Wealth 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
Q1 | $410K | Sell |
1,613
-117
| -7% | -$29.8K | 0.1% | 93 |
|
|
2024
Q4 | $520K | Buy |
1,730
+5
| +0.3% | +$1.5K | 0.12% | 81 |
|
|
2024
Q3 | $468K | Sell |
1,725
-22
| -1% | -$5.96K | 0.11% | 90 |
|
|
2024
Q2 | $538K | Buy |
1,747
+146
| +9% | +$44.9K | 0.12% | 83 |
|
|
2024
Q1 | $498K | Sell |
1,601
-1
| -0.1% | -$311 | 0.13% | 83 |
|
|
2023
Q4 | $436K | Buy |
1,602
+4
| +0.3% | +$1.09K | 0.12% | 86 |
|
|
2023
Q3 | $374K | Buy |
+1,598
| New | +$374K | 0.11% | 95 |
|
|
2021
Q1 | – | Sell |
-225
| Closed | -$31K | – | 285 |
|
|
2020
Q4 | $31K | Buy |
+225
| New | +$31K | 0.01% | 376 |
|