Teamwork Financial 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 | $2.41M | Sell |
7,820
-5,218
| -40% | -$1.61M | 0.28% | 58 |
|
|
2025
Q1 | $3.32M | Sell |
13,038
-494
| -4% | -$126K | 0.44% | 42 |
|
|
2024
Q4 | $4.07M | Buy |
13,532
+401
| +3% | +$120K | 0.53% | 38 |
|
|
2024
Q3 | $3.56M | Buy |
13,131
+2,136
| +19% | +$579K | 0.49% | 40 |
|
|
2024
Q2 | $3.38M | Sell |
10,995
-24,156
| -69% | -$7.43M | 0.5% | 42 |
|
|
2024
Q1 | $10.9M | Buy |
35,151
+10,037
| +40% | +$3.12M | 1.68% | 18 |
|
|
2023
Q4 | $6.84M | Sell |
25,114
-2,919
| -10% | -$795K | 1.17% | 18 |
|
|
2023
Q3 | $6.57M | Sell |
28,033
-642
| -2% | -$150K | 1.07% | 21 |
|
|
2023
Q2 | $6.72M | Buy |
28,675
+4,068
| +17% | +$954K | 1.09% | 20 |
|
|
2023
Q1 | $5.17M | Buy |
+24,607
| New | +$5.17M | 0.96% | 26 |
|