Summit Trail Advisors’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 | $1.31M | Buy |
+4,258
| New | +$1.31M | 0.02% | 378 |
|
|
2024
Q4 | – | Sell |
-2,726
| Closed | -$739K | – | 461 |
|
|
2024
Q3 | $739K | Sell |
2,726
-752
| -22% | -$204K | 0.02% | 319 |
|
|
2024
Q2 | $1.07M | Buy |
3,478
+1,718
| +98% | +$529K | 0.03% | 235 |
|
|
2024
Q1 | $548K | Buy |
1,760
+94
| +6% | +$29.3K | 0.01% | 316 |
|
|
2023
Q4 | $454K | Sell |
1,666
-146
| -8% | -$39.8K | 0.02% | 301 |
|
|
2023
Q3 | $425K | Sell |
1,812
-33
| -2% | -$7.73K | 0.02% | 305 |
|
|
2023
Q2 | $433K | Buy |
+1,845
| New | +$433K | 0.02% | 294 |
|
|
2018
Q1 | – | Sell |
-431
| Closed | -$20K | – | 634 |
|
|
2017
Q4 | $20K | Buy |
+431
| New | +$20K | ﹤0.01% | 1040 |
|