AE 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 | $833K | Buy |
2,691
+675
| +33% | +$209K | 0.01% | 772 |
|
|
2025
Q1 | $528K | Buy |
2,016
+278
| +16% | +$72.8K | ﹤0.01% | 904 |
|
|
2024
Q4 | $514K | Buy |
1,738
+364
| +26% | +$108K | ﹤0.01% | 904 |
|
|
2024
Q3 | $379K | Buy |
1,374
+46
| +3% | +$12.7K | ﹤0.01% | 961 |
|
|
2024
Q2 | $329K | Buy |
1,328
+295
| +29% | +$73K | ﹤0.01% | 998 |
|
|
2024
Q1 | $269K | Sell |
1,033
-6,740
| -87% | -$1.76M | ﹤0.01% | 996 |
|
|
2023
Q4 | $1.97M | Buy |
7,773
+3,732
| +92% | +$945K | 0.01% | 910 |
|
|
2023
Q3 | $836K | Sell |
4,041
-15,674
| -80% | -$3.24M | 0.01% | 1170 |
|
|
2023
Q2 | $4.03M | Buy |
19,715
+4,620
| +31% | +$945K | 0.02% | 608 |
|
|
2023
Q1 | $3.14M | Sell |
15,095
-2,624
| -15% | -$546K | 0.02% | 646 |
|
|
2022
Q4 | $3.31M | Sell |
17,719
-2,805
| -14% | -$524K | 0.02% | 585 |
|
|
2022
Q3 | $3.83M | Sell |
20,524
-3,058
| -13% | -$571K | 0.03% | 488 |
|
|
2022
Q2 | $4.06M | Buy |
23,582
+2,602
| +12% | +$447K | 0.03% | 446 |
|
|
2022
Q1 | $4.5M | Buy |
20,980
+3,115
| +17% | +$668K | 0.03% | 467 |
|
|
2021
Q4 | $5.02M | Sell |
17,865
-2,750
| -13% | -$773K | 0.04% | 412 |
|
|
2021
Q3 | $5.88M | Buy |
20,615
+7,601
| +58% | +$2.17M | 0.05% | 341 |
|
|
2021
Q2 | $3.8M | Buy |
13,014
+12,196
| +1,491% | +$3.56M | 0.03% | 447 |
|
|
2021
Q1 | $227K | Buy |
818
+12
| +1% | +$3.33K | ﹤0.01% | 1359 |
|
|
2020
Q4 | $246K | Buy |
+806
| New | +$246K | ﹤0.01% | 1207 |
|
|
2020
Q1 | – | Sell |
-1,467
| Closed | -$269K | – | 1099 |
|
|
2019
Q4 | $269K | Buy |
+1,467
| New | +$269K | 0.01% | 945 |
|
|
2019
Q3 | – | Sell |
-1,909
| Closed | -$311K | – | 986 |
|
|
2019
Q2 | $311K | Buy |
+1,909
| New | +$311K | 0.01% | 735 |
|