Wealthspire Advisors (New York)’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 | $411K | Buy |
1,334
+171
| +15% | +$52.7K | ﹤0.01% | 588 |
|
|
2025
Q1 | $296K | Sell |
1,163
-18
| -2% | -$4.58K | ﹤0.01% | 643 |
|
|
2024
Q4 | $355K | Sell |
1,181
-9
| -0.8% | -$2.71K | ﹤0.01% | 609 |
|
|
2024
Q3 | $323K | Buy |
1,190
+44
| +4% | +$11.9K | ﹤0.01% | 606 |
|
|
2024
Q2 | $353K | Sell |
1,146
-16
| -1% | -$4.93K | ﹤0.01% | 503 |
|
|
2024
Q1 | $362K | Sell |
1,162
-213
| -15% | -$66.3K | ﹤0.01% | 491 |
|
|
2023
Q4 | $375K | Sell |
1,375
-798
| -37% | -$217K | 0.01% | 468 |
|
|
2023
Q3 | $509K | Buy |
2,173
+486
| +29% | +$114K | 0.01% | 389 |
|
|
2023
Q2 | $396K | Buy |
+1,687
| New | +$396K | 0.01% | 411 |
|
|
2021
Q2 | – | Sell |
-3,035
| Closed | -$416K | – | 423 |
|
|
2021
Q1 | $416K | Buy |
3,035
+982
| +48% | +$135K | 0.01% | 443 |
|
|
2020
Q4 | $280K | Buy |
+2,053
| New | +$280K | 0.01% | 455 |
|
|
2019
Q1 | – | Sell |
-53
| Closed | -$3K | – | 172 |
|
|
2018
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 708 |
|