Valeo 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 | $651K | Buy |
2,113
+54
| +3% | +$16.6K | 0.02% | 389 |
|
|
2025
Q1 | $524K | Sell |
2,059
-98
| -5% | -$24.9K | 0.01% | 404 |
|
|
2024
Q4 | $648K | Sell |
2,157
-9
| -0.4% | -$2.7K | 0.02% | 348 |
|
|
2024
Q3 | $587K | Sell |
2,166
-159
| -7% | -$43.1K | 0.02% | 373 |
|
|
2024
Q2 | $716K | Buy |
2,325
+245
| +12% | +$75.4K | 0.02% | 297 |
|
|
2024
Q1 | $578K | Buy |
2,080
+169
| +9% | +$46.9K | 0.02% | 333 |
|
|
2023
Q4 | $520K | Buy |
1,911
+217
| +13% | +$59.1K | 0.02% | 352 |
|
|
2023
Q3 | $397K | Buy |
1,694
+376
| +29% | +$88.1K | 0.02% | 388 |
|
|
2023
Q2 | $309K | Buy |
1,318
+23
| +2% | +$5.39K | 0.01% | 427 |
|
|
2023
Q1 | $272K | Buy |
+1,295
| New | +$272K | 0.01% | 468 |
|
|
2021
Q2 | – | Sell |
-289
| Closed | -$40K | – | 659 |
|
|
2021
Q1 | $40K | Buy |
289
+12
| +4% | +$1.66K | ﹤0.01% | 910 |
|
|
2020
Q4 | $38K | Hold |
277
| – | – | ﹤0.01% | 849 |
|
|
2020
Q3 | $30K | Buy |
277
+261
| +1,631% | +$28.3K | ﹤0.01% | 780 |
|
|
2020
Q2 | $2K | Buy |
16
+13
| +433% | +$1.63K | ﹤0.01% | 1652 |
|
|
2020
Q1 | $0 | Sell |
3
-529
| -99% | – | ﹤0.01% | 1748 |
|
|
2019
Q4 | $37K | Hold |
532
| – | – | ﹤0.01% | 739 |
|
|
2019
Q3 | $35K | Sell |
532
-3,000
| -85% | -$197K | ﹤0.01% | 694 |
|
|
2019
Q2 | $250K | Buy |
3,532
+3,000
| +564% | +$212K | 0.03% | 247 |
|
|
2019
Q1 | $34K | Hold |
532
| – | – | ﹤0.01% | 641 |
|
|
2018
Q4 | $23K | Hold |
532
| – | – | ﹤0.01% | 666 |
|
|
2018
Q3 | $24K | Buy |
+532
| New | +$24K | ﹤0.01% | 703 |
|