Strategic Wealth 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 | $961K | Buy |
+3,120
| New | +$961K | 0.08% | 160 |
|
|
2024
Q4 | $912K | Buy |
3,080
+948
| +44% | +$281K | 0.08% | 158 |
|
|
2024
Q3 | $578K | Buy |
2,132
+176
| +9% | +$47.7K | 0.06% | 191 |
|
|
2024
Q2 | $602K | Buy |
1,956
+323
| +20% | +$99.4K | 0.06% | 177 |
|
|
2024
Q1 | $508K | Buy |
1,633
+33
| +2% | +$10.3K | 0.06% | 194 |
|
|
2023
Q4 | $436K | Buy |
+1,600
| New | +$436K | 0.05% | 201 |
|
|
2022
Q2 | – | Sell |
-3,984
| Closed | -$655K | – | 251 |
|
|
2022
Q1 | $655K | Sell |
3,984
-70
| -2% | -$11.5K | 0.13% | 158 |
|
|
2021
Q4 | $755K | Buy |
4,054
+51
| +1% | +$9.5K | 0.14% | 163 |
|
|
2021
Q3 | $606K | Sell |
4,003
-18
| -0.4% | -$2.73K | 0.18% | 153 |
|
|
2021
Q2 | $550K | Buy |
+4,021
| New | +$550K | 0.18% | 140 |
|