Waldron Private Wealth’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 |
-1,978
| Closed | -$594K | – | 315 |
|
|
2024
Q4 | $594K | Buy |
1,978
+1,083
| +121% | +$325K | 0.02% | 230 |
|
|
2024
Q3 | $243K | Sell |
895
-146
| -14% | -$39.6K | 0.01% | 362 |
|
|
2024
Q2 | $320K | Sell |
1,041
-21
| -2% | -$6.46K | 0.01% | 299 |
|
|
2024
Q1 | $331K | Buy |
1,062
+120
| +13% | +$37.4K | 0.01% | 296 |
|
|
2023
Q4 | $257K | Buy |
+942
| New | +$257K | 0.01% | 343 |
|