Spire Wealth Management’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 | $4.5M | Sell |
15,035
-8,000
| -35% | -$2.39M | 0.16% | 120 |
|
|
2025
Q1 | $5.86M | Sell |
23,035
-1,396
| -6% | -$355K | 0.19% | 108 |
|
|
2024
Q4 | $7.34M | Sell |
24,431
-3,503
| -13% | -$1.05M | 0.23% | 94 |
|
|
2024
Q3 | $7.57M | Sell |
27,934
-2,814
| -9% | -$763K | 0.26% | 86 |
|
|
2024
Q2 | $9.45M | Buy |
30,748
+2,104
| +7% | +$647K | 0.33% | 59 |
|
|
2024
Q1 | $22.6M | Buy |
28,644
+232
| +0.8% | +$183K | 0.41% | 48 |
|
|
2023
Q4 | $8.3M | Buy |
28,412
+3,790
| +15% | +$1.11M | 0.27% | 75 |
|
|
2023
Q3 | $5.77M | Buy |
24,622
+628
| +3% | +$147K | 0.22% | 88 |
|
|
2023
Q2 | $5.63M | Buy |
23,994
+5,782
| +32% | +$1.36M | 0.21% | 96 |
|
|
2023
Q1 | $3.83M | Buy |
18,212
+14,334
| +370% | +$3.01M | 0.15% | 132 |
|
|
2022
Q4 | $623K | Sell |
3,878
-994
| -20% | -$160K | 0.04% | 320 |
|
|
2022
Q3 | $796K | Sell |
4,872
-672
| -12% | -$110K | 0.05% | 251 |
|
|
2022
Q2 | $832K | Sell |
5,544
-26
| -0.5% | -$3.9K | 0.03% | 362 |
|
|
2022
Q1 | $916K | Sell |
5,570
-101,092
| -95% | -$16.6M | 0.02% | 404 |
|
|
2021
Q4 | $19.9M | Buy |
106,662
+1,386
| +1% | +$258K | 0.44% | 52 |
|
|
2021
Q3 | $16M | Buy |
105,276
+99,382
| +1,686% | +$15.1M | 0.42% | 56 |
|
|
2021
Q2 | $806K | Sell |
5,894
-2,149
| -27% | -$294K | 0.02% | 483 |
|
|
2021
Q1 | $1.1M | Buy |
+8,043
| New | +$1.1M | 0.03% | 409 |
|