Wealth Enhancement Advisory Services’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 | $11M | Buy |
33,598
+6,409
| +24% | +$2.09M | 0.02% | 597 |
|
|
2025
Q1 | $6.91M | Buy |
27,189
+2,435
| +10% | +$619K | 0.01% | 717 |
|
|
2024
Q4 | $7.44M | Buy |
24,754
+1,776
| +8% | +$534K | 0.01% | 656 |
|
|
2024
Q3 | $6.23M | Buy |
22,978
+1,333
| +6% | +$361K | 0.01% | 661 |
|
|
2024
Q2 | $6.66M | Sell |
21,645
-6,279
| -22% | -$1.93M | 0.02% | 607 |
|
|
2024
Q1 | $8.69M | Buy |
27,924
+14,644
| +110% | +$4.56M | 0.02% | 514 |
|
|
2023
Q4 | $3.62M | Sell |
13,280
-20,657
| -61% | -$5.63M | 0.01% | 699 |
|
|
2023
Q3 | $7.95M | Buy |
33,937
+7,171
| +27% | +$1.68M | 0.03% | 462 |
|
|
2023
Q2 | $6.28M | Buy |
26,766
+1,060
| +4% | +$249K | 0.07% | 109 |
|
|
2023
Q1 | $5.4M | Buy |
25,706
+2,377
| +10% | +$499K | 0.06% | 132 |
|
|
2022
Q4 | $4.22M | Buy |
23,329
+14,611
| +168% | +$2.64M | 0.05% | 130 |
|
|
2022
Q3 | $1.39M | Buy |
+8,718
| New | +$1.39M | 0.02% | 201 |
|
|
2022
Q2 | – | Sell |
-23,780
| Closed | -$3.97M | – | 332 |
|
|
2022
Q1 | $3.97M | Buy |
23,780
+975
| +4% | +$163K | 0.05% | 152 |
|
|
2021
Q4 | $3.43M | Buy |
22,805
+14,525
| +175% | +$2.19M | 0.05% | 141 |
|
|
2021
Q3 | $1.43M | Buy |
+8,280
| New | +$1.43M | 0.02% | 169 |
|
|
2019
Q2 | – | Sell |
-32,134
| Closed | -$2.14M | – | 209 |
|
|
2019
Q1 | $2.14M | Buy |
+32,134
| New | +$2.14M | 0.12% | 76 |
|
|
2018
Q4 | – | Sell |
-23,969
| Closed | -$1.08M | – | 169 |
|
|
2018
Q3 | $1.08M | Buy |
+23,969
| New | +$1.08M | 0.07% | 108 |
|
|
2017
Q1 | – | Sell |
-45,638
| Closed | -$1.15M | – | 142 |
|
|
2016
Q4 | $1.15M | Buy |
+45,638
| New | +$1.15M | 0.14% | 78 |
|