1900 Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
3,340
-10
| -0.3% | -$3.1K | 0.08% | 96 |
|
2025
Q1 | $877K | Sell |
3,350
-159
| -5% | -$41.6K | 0.07% | 102 |
|
2024
Q4 | $1.04M | Buy |
3,509
+159
| +5% | +$47K | 0.09% | 94 |
|
2024
Q3 | $923K | Hold |
3,350
| – | – | 0.08% | 103 |
|
2024
Q2 | $829K | Hold |
3,350
| – | – | 0.08% | 106 |
|
2024
Q1 | $872K | Sell |
3,350
-4,190
| -56% | -$1.09M | 0.08% | 114 |
|
2023
Q4 | $1.84M | Sell |
7,540
-15
| -0.2% | -$3.65K | 0.17% | 92 |
|
2023
Q3 | $1.56M | Buy |
7,555
+3,595
| +91% | +$744K | 0.16% | 105 |
|
2023
Q2 | $810K | Hold |
3,960
| – | – | 0.08% | 132 |
|
2023
Q1 | $824K | Hold |
3,960
| – | – | 0.09% | 130 |
|
2022
Q4 | $740K | Hold |
3,960
| – | – | 0.08% | 133 |
|
2022
Q3 | $740K | Sell |
3,960
-10
| -0.3% | -$1.87K | 0.09% | 129 |
|
2022
Q2 | $683K | Hold |
3,970
| – | – | 0.07% | 136 |
|
2022
Q1 | $851K | Hold |
3,970
| – | – | 0.08% | 129 |
|
2021
Q4 | $1.12M | Hold |
3,970
| – | – | 0.1% | 122 |
|
2021
Q3 | $1.13M | Hold |
3,970
| – | – | 0.11% | 119 |
|
2021
Q2 | $1.16M | Hold |
3,970
| – | – | 0.11% | 110 |
|
2021
Q1 | $1.1K | Sell |
3,970
-12
| -0.3% | -$3 | 0.08% | 92 |
|
2020
Q4 | $1.22M | Buy |
+3,982
| New | +$1.22M | 0.14% | 82 |
|