Roth Financial 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 | $216K | Buy |
+700
| New | +$216K | 0.08% | 30 |
|
|
2025
Q1 | – | Sell |
-700
| Closed | -$210K | – | 32 |
|
|
2024
Q4 | $210K | Buy |
+700
| New | +$210K | 0.08% | 31 |
|
|
2024
Q3 | – | Sell |
-700
| Closed | -$215K | – | 32 |
|
|
2024
Q2 | $215K | Hold |
700
| – | – | 0.09% | 31 |
|
|
2024
Q1 | $218K | Buy |
+700
| New | +$218K | 0.1% | 29 |
|