Sound View Wealth Advisors Group’s Cadence Design Systems CDNS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
1,265
-167
-12% -$51.5K 0.03% 307
2025
Q1
$364K Sell
1,432
-26
-2% -$6.61K 0.03% 307
2024
Q4
$438K Buy
1,458
+270
+23% +$81.1K 0.04% 275
2024
Q3
$322K Buy
1,188
+228
+24% +$61.8K 0.03% 324
2024
Q2
$295K Hold
960
0.03% 305
2024
Q1
$299K Sell
960
-47
-5% -$14.6K 0.03% 307
2023
Q4
$274K Buy
1,007
+18
+2% +$4.9K 0.03% 322
2023
Q3
$232K Sell
989
-60
-6% -$14.1K 0.03% 326
2023
Q2
$246K Sell
1,049
-62
-6% -$14.5K 0.03% 313
2023
Q1
$233K Buy
1,111
+104
+10% +$21.8K 0.03% 323
2022
Q4
$274K Buy
+1,007
New +$274K 0.03% 322