Venturi Wealth Management’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
Q1 | – | Sell |
-1,000
| Closed | -$300K | – | 773 |
|
|
2024
Q4 | $300K | Buy |
1,000
+179
| +22% | +$53.8K | 0.01% | 454 |
|
|
2024
Q3 | $223K | Buy |
821
+184
| +29% | +$49.9K | 0.01% | 434 |
|
|
2024
Q2 | $196K | Buy |
637
+399
| +168% | +$123K | 0.01% | 415 |
|
|
2024
Q1 | $74.1K | Buy |
238
+107
| +82% | +$33.3K | ﹤0.01% | 451 |
|
|
2023
Q4 | $35.7K | Buy |
131
+8
| +7% | +$2.18K | ﹤0.01% | 558 |
|
|
2023
Q3 | $28.8K | Buy |
123
+15
| +14% | +$3.52K | ﹤0.01% | 548 |
|
|
2023
Q2 | $25.3K | Sell |
108
-1
| -0.9% | -$235 | ﹤0.01% | 512 |
|
|
2023
Q1 | $22.9K | Buy |
+109
| New | +$22.9K | ﹤0.01% | 572 |
|