Arkadios Wealth Advisors’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$878K Sell
2,836
-126
-4% -$39K 0.03% 607
2025
Q1
$775K Buy
2,962
+371
+14% +$97.1K 0.03% 546
2024
Q4
$766K Buy
2,591
+175
+7% +$51.7K 0.04% 399
2024
Q3
$666K Sell
2,416
-64
-3% -$17.6K 0.04% 444
2024
Q2
$614K Sell
2,480
-397
-14% -$98.2K 0.04% 410
2024
Q1
$749K Sell
2,877
-128
-4% -$33.3K 0.06% 296
2023
Q4
$732K Sell
3,005
-130
-4% -$31.7K 0.06% 281
2023
Q3
$649K Buy
3,135
+147
+5% +$30.4K 0.06% 279
2023
Q2
$611K Sell
2,988
-361
-11% -$73.9K 0.07% 265
2023
Q1
$697K Buy
3,349
+142
+4% +$29.6K 0.08% 241
2022
Q4
$599K Buy
3,207
+2
+0.1% +$374 0.08% 258
2022
Q3
$599K Sell
3,205
-44
-1% -$8.22K 0.09% 240
2022
Q2
$559K Sell
3,249
-222
-6% -$38.2K 0.08% 256
2022
Q1
$744K Buy
3,471
+525
+18% +$113K 0.1% 235
2021
Q4
$828K Buy
2,946
+2,818
+2,202% +$792K 0.11% 209
2021
Q3
$36K Sell
128
-258
-67% -$72.6K 0.01% 989
2021
Q2
$112K Buy
386
+79
+26% +$22.9K 0.01% 688
2021
Q1
$85K Sell
307
-111
-27% -$30.7K 0.01% 567
2020
Q4
$127K Buy
418
+349
+506% +$106K 0.03% 395
2020
Q3
$17.9K Sell
69
-16
-19% -$4.16K 0.01% 625
2020
Q2
$19.9K Buy
85
+29
+52% +$6.8K 0.01% 544
2020
Q1
$8.74K Buy
56
+50
+833% +$7.81K 0.01% 667
2019
Q4
$1.25K Buy
+6
New +$1.25K ﹤0.01% 864