Allworth Financial’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,082
+217
| +25% | +$67.2K | ﹤0.01% | 963 |
|
|
2025
Q1 | $235K | Sell |
865
-53
| -6% | -$14.4K | ﹤0.01% | 889 |
|
|
2024
Q4 | $277K | Buy |
918
+86
| +10% | +$25.9K | ﹤0.01% | 841 |
|
|
2024
Q3 | $229K | Sell |
832
-14
| -2% | -$3.86K | ﹤0.01% | 776 |
|
|
2024
Q2 | $205K | Buy |
846
+126
| +18% | +$30.5K | ﹤0.01% | 808 |
|
|
2024
Q1 | $187K | Buy |
720
+91
| +14% | +$23.7K | ﹤0.01% | 807 |
|
|
2023
Q4 | $153K | Sell |
629
-12
| -2% | -$2.92K | ﹤0.01% | 800 |
|
|
2023
Q3 | $133K | Sell |
641
-67
| -9% | -$13.9K | ﹤0.01% | 786 |
|
|
2023
Q2 | $145K | Sell |
708
-28
| -4% | -$5.73K | ﹤0.01% | 777 |
|
|
2023
Q1 | $153K | Buy |
736
+70
| +11% | +$14.6K | ﹤0.01% | 718 |
|
|
2022
Q4 | $124K | Sell |
666
-277
| -29% | -$51.8K | ﹤0.01% | 754 |
|
|
2022
Q3 | $176K | Buy |
943
+489
| +108% | +$91.3K | ﹤0.01% | 612 |
|
|
2022
Q2 | $78K | Sell |
454
-191
| -30% | -$32.8K | ﹤0.01% | 780 |
|
|
2022
Q1 | $138K | Buy |
645
+454
| +238% | +$97.1K | ﹤0.01% | 640 |
|
|
2021
Q4 | $54K | Buy |
+191
| New | +$54K | ﹤0.01% | 815 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$2K | – | 1159 |
|
|
2020
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1024 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$49K | – | 939 |
|
|
2019
Q2 | $49K | Hold |
300
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $47K | Buy |
+300
| New | +$47K | ﹤0.01% | 318 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 929 |
|
|
2018
Q1 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 723 |
|
|
2017
Q2 | – | Sell |
-24
| Closed | -$2K | – | 729 |
|
|
2017
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 629 |
|