WR Wealth Planners’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$629K Sell
2024
Q3
$643K Buy
2024
Q2
$6.77K Buy
2024
Q1
$6.23K Buy
2023
Q4
Sell
2023
Q3
$2.34K Hold
2023
Q2
$2.35K Hold
2023
Q1
$2.1K Buy