United Capital 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 | $4.83M | Buy |
15,658
+1,501
| +11% | +$463K | 0.04% | 284 |
|
|
2025
Q1 | $3.6M | Buy |
14,157
+134
| +1% | +$34.1K | 0.03% | 317 |
|
|
2024
Q4 | $4.21M | Buy |
14,023
+1,410
| +11% | +$424K | 0.04% | 288 |
|
|
2024
Q3 | $3.42M | Buy |
12,613
+22
| +0.2% | +$5.96K | 0.03% | 323 |
|
|
2024
Q2 | $3.87M | Buy |
12,591
+674
| +6% | +$207K | 0.03% | 298 |
|
|
2024
Q1 | $3.71M | Sell |
11,917
-59
| -0.5% | -$18.4K | 0.03% | 323 |
|
|
2023
Q4 | $3.26M | Buy |
11,976
+293
| +3% | +$79.8K | 0.03% | 343 |
|
|
2023
Q3 | $2.74M | Buy |
11,683
+1,751
| +18% | +$410K | 0.02% | 378 |
|
|
2023
Q2 | $2.33M | Buy |
9,932
+4,979
| +101% | +$1.17M | 0.01% | 423 |
|
|
2023
Q1 | $1.04M | Buy |
+4,953
| New | +$1.04M | 0.01% | 565 |
|
|
2022
Q3 | – | Sell |
-1,460
| Closed | -$219K | – | 1091 |
|
|
2022
Q2 | $219K | Buy |
+1,460
| New | +$219K | ﹤0.01% | 1028 |
|
|
2021
Q1 | – | Sell |
-2,828
| Closed | -$386K | – | 1181 |
|
|
2020
Q4 | $386K | Sell |
2,828
-656
| -19% | -$89.5K | ﹤0.01% | 918 |
|
|
2020
Q3 | $371K | Sell |
3,484
-1,362
| -28% | -$145K | ﹤0.01% | 899 |
|
|
2020
Q2 | $465K | Buy |
4,846
+116
| +2% | +$11.1K | ﹤0.01% | 887 |
|
|
2020
Q1 | $312K | Buy |
4,730
+1,648
| +53% | +$109K | ﹤0.01% | 956 |
|
|
2019
Q4 | $214K | Sell |
3,082
-6,529
| -68% | -$453K | ﹤0.01% | 1243 |
|
|
2019
Q3 | $635K | Buy |
9,611
+5,463
| +132% | +$361K | ﹤0.01% | 871 |
|
|
2019
Q2 | $294K | Buy |
4,148
+943
| +29% | +$66.8K | ﹤0.01% | 1204 |
|
|
2019
Q1 | $204K | Sell |
3,205
-3,268
| -50% | -$208K | ﹤0.01% | 1243 |
|
|
2018
Q4 | $281K | Buy |
+6,473
| New | +$281K | ﹤0.01% | 1086 |
|
|
2018
Q3 | – | Sell |
-5,477
| Closed | -$237K | – | 1336 |
|
|
2018
Q2 | $237K | Sell |
5,477
-124
| -2% | -$5.37K | ﹤0.01% | 1178 |
|
|
2018
Q1 | $206K | Buy |
+5,601
| New | +$206K | ﹤0.01% | 1225 |
|