WMWM
Whitaker-Myers Wealth Managers’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
1,820
+237
| +15% | +$73K | 0.14% | 72 |
|
|
2025
Q1 | $403K | Buy |
+1,583
| New | +$403K | 0.11% | 80 |
|
|
2024
Q4 | – | Sell |
-1,260
| Closed | -$341K | – | 125 |
|
|
2024
Q3 | $341K | Buy |
1,260
+106
| +9% | +$28.7K | 0.11% | 78 |
|
|
2024
Q2 | $355K | Buy |
1,154
+359
| +45% | +$110K | 0.13% | 68 |
|
|
2024
Q1 | $247K | Buy |
+795
| New | +$247K | 0.1% | 82 |
|