RCS
Retirement Capital Strategies’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,335
| Closed | -$401K | – | 79 |
|
|
2024
Q4 | $401K | Sell |
1,335
-786
| -37% | -$236K | 0.15% | 64 |
|
|
2024
Q3 | $575K | Sell |
2,121
-1,690
| -44% | -$458K | 0.23% | 45 |
|
|
2024
Q2 | $1.17M | Sell |
3,811
-1,062
| -22% | -$327K | 0.47% | 36 |
|
|
2024
Q1 | $1.52M | Sell |
4,873
-934
| -16% | -$291K | 0.62% | 33 |
|
|
2023
Q4 | $1.58M | Sell |
5,807
-242
| -4% | -$65.9K | 0.69% | 28 |
|
|
2023
Q3 | $1.42M | Sell |
6,049
-562
| -9% | -$132K | 0.66% | 26 |
|
|
2023
Q2 | $1.55M | Sell |
6,611
-224
| -3% | -$52.5K | 0.71% | 27 |
|
|
2023
Q1 | $1.44M | Sell |
6,835
-774
| -10% | -$163K | 0.7% | 20 |
|
|
2022
Q4 | $1.22M | Sell |
7,609
-1,157
| -13% | -$186K | 0.6% | 21 |
|
|
2022
Q3 | $1.43M | Sell |
8,766
-146
| -2% | -$23.9K | 0.66% | 20 |
|
|
2022
Q2 | $1.34M | Hold |
8,912
| – | – | 0.6% | 25 |
|
|
2022
Q1 | $1.37M | Hold |
8,912
| – | – | 0.55% | 24 |
|
|
2021
Q4 | $1.66M | Hold |
8,912
| – | – | 0.61% | 30 |
|
|
2021
Q3 | $1.35M | Hold |
8,912
| – | – | 0.52% | 34 |
|
|
2021
Q2 | $1.22M | Hold |
8,912
| – | – | 0.46% | 37 |
|
|
2021
Q1 | $1.22M | Hold |
8,912
| – | – | 0.48% | 42 |
|
|
2020
Q4 | $1.22M | Buy |
8,912
+6,912
| +346% | +$943K | 0.49% | 36 |
|
|
2020
Q3 | $219K | Buy |
+2,000
| New | +$219K | 0.1% | 59 |
|
|
2019
Q3 | – | Sell |
-11,530
| Closed | -$817K | – | 53 |
|
|
2019
Q2 | $817K | Buy |
+11,530
| New | +$817K | 0.41% | 29 |
|