WRPWM
Werba Rubin Papier Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
3,904
+50
| +1% | +$15.4K | 0.23% | 66 |
|
|
2025
Q1 | $980K | Sell |
3,854
-27
| -0.7% | -$6.87K | 0.21% | 70 |
|
|
2024
Q4 | $1.17M | Buy |
3,881
+12
| +0.3% | +$3.61K | 0.28% | 55 |
|
|
2024
Q3 | $1.05M | Buy |
3,869
+10
| +0.3% | +$2.71K | 0.25% | 63 |
|
|
2024
Q2 | $1.19M | Buy |
3,859
+413
| +12% | +$127K | 0.33% | 48 |
|
|
2024
Q1 | $1.07M | Buy |
+3,446
| New | +$1.07M | 0.31% | 43 |
|