AO
Advisor OS’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,036
| Closed | -$826K | – | 285 |
|
|
2023
Q2 | $826K | Sell |
4,036
-134
| -3% | -$27.4K | 0.14% | 153 |
|
|
2023
Q1 | $868K | Buy |
4,170
+8
| +0.2% | +$1.67K | 0.21% | 122 |
|
|
2022
Q4 | $778K | Buy |
4,162
+660
| +19% | +$123K | 0.21% | 115 |
|
|
2022
Q3 | $654K | Sell |
3,502
-145
| -4% | -$27.1K | 0.2% | 106 |
|
|
2022
Q2 | $627K | Sell |
3,647
-635
| -15% | -$109K | 0.18% | 122 |
|
|
2022
Q1 | $918K | Sell |
4,282
-1,312
| -23% | -$281K | 0.27% | 88 |
|
|
2021
Q4 | $1.57M | Buy |
5,594
+513
| +10% | +$144K | 0.32% | 78 |
|
|
2021
Q3 | $1.45M | Buy |
5,081
+179
| +4% | +$51K | 0.32% | 72 |
|
|
2021
Q2 | $1.43M | Buy |
4,902
+789
| +19% | +$230K | 0.3% | 64 |
|
|
2021
Q1 | $1.14M | Buy |
4,113
+390
| +10% | +$108K | 0.26% | 71 |
|
|
2020
Q4 | $1.14M | Buy |
3,723
+1,111
| +43% | +$339K | 0.31% | 46 |
|
|
2020
Q3 | $604K | Buy |
2,612
+1,349
| +107% | +$312K | 0.25% | 46 |
|
|
2020
Q2 | $302K | Buy |
+1,263
| New | +$302K | 0.18% | 102 |
|