Sequoia Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.95M	Buy	10,607 +2,115	+25%	+$631K	0.02%	466
2025 Q4	$2.65M	Buy	8,492 +1,067	+14%	+$348K	0.01%	493
2025 Q3	$2.61M	Buy	7,425 +719	+11%	+$247K	0.02%	453
2025 Q2	$2.07M	Buy	6,706 +2,005	+43%	+$583K	0.01%	462
2025 Q1	$1.2M	Sell	4,701 -275	-6%	-$76.5K	0.01%	563
2024 Q4	$1.5M	Buy	4,976 +1,438	+41%	+$418K	0.01%	476
2024 Q3	$959K	Sell	3,538 -96	-3%	-$26.5K	0.01%	557
2024 Q2	$1.12M	Buy	3,634 +143	+4%	+$42.3K	0.01%	463
2024 Q1	$1.09M	Sell	3,491 -1,573	-31%	-$465K	0.01%	454
2023 Q4	$1.38M	Buy	5,064 +2,339	+86%	+$603K	0.02%	439
2023 Q3	$638K	Buy	2,725 +55	+2%	+$12.9K	0.01%	440
2023 Q2	$626K	Sell	2,670 -36	-1%	-$7.83K	0.01%	457
2023 Q1	$569K	Sell	2,706 -37	-1%	-$7K	0.01%	430
2022 Q4	$441K	Buy	+2,743	New	+$438K	0.01%	469
2022 Q3	–	Sell	-1,409	Closed	-$211K	–	539
2022 Q2	$211K	Buy	+1,409	New	+$213K	0.01%	535