SOA Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7K | Buy |
262
+229
| +694% | +$70.6K | 0.02% | 299 |
|
|
2025
Q1 | $8.39K | Buy |
33
+28
| +560% | +$7.12K | ﹤0.01% | 576 |
|
|
2024
Q4 | $1.5K | Hold |
5
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $1.36K | Hold |
5
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 700 |
|
|
2024
Q1 | $1.56K | Hold |
5
| – | – | ﹤0.01% | 733 |
|
|
2023
Q4 | $1.36K | Hold |
5
| – | – | ﹤0.01% | 734 |
|
|
2023
Q3 | $1.17K | Hold |
5
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $1.17K | Hold |
5
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $803 | Hold |
5
| – | – | ﹤0.01% | 814 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 840 |
|
|
2022
Q2 | $0 | Sell |
5
-6
| -55% | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 839 |
|
|
2021
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 764 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 825 |
|
|
2021
Q2 | $1K | Sell |
11
-2
| -15% | -$182 | ﹤0.01% | 807 |
|
|
2021
Q1 | $1K | Buy |
13
+11
| +550% | +$846 | ﹤0.01% | 752 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 798 |
|