Asset Dedication LLC’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.6K | Buy |
228
+135
| +145% | +$41.8K | 0.01% | 466 |
|
|
2025
Q1 | $24.3K | Sell |
93
-78
| -46% | -$20.4K | ﹤0.01% | 609 |
|
|
2024
Q4 | $50.5K | Hold |
171
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $47.1K | Buy |
171
+80
| +88% | +$22K | ﹤0.01% | 519 |
|
|
2024
Q2 | $22.5K | Hold |
91
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $23K | Sell |
91
-7
| -7% | -$1.77K | ﹤0.01% | 560 |
|
|
2023
Q4 | $24K | Buy |
98
+7
| +8% | +$1.71K | ﹤0.01% | 532 |
|
|
2023
Q3 | $19K | Buy |
91
+47
| +107% | +$9.81K | ﹤0.01% | 573 |
|
|
2023
Q2 | $9K | Buy |
44
+7
| +19% | +$1.43K | ﹤0.01% | 678 |
|
|
2023
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $7K | Hold |
37
| – | – | ﹤0.01% | 693 |
|
|
2022
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 670 |
|
|
2022
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $8K | Buy |
37
+9
| +32% | +$1.95K | ﹤0.01% | 676 |
|
|
2021
Q4 | $8K | Sell |
28
-35
| -56% | -$10K | ﹤0.01% | 665 |
|
|
2021
Q3 | $18K | Hold |
63
| – | – | ﹤0.01% | 574 |
|
|
2021
Q2 | $18K | Buy |
+63
| New | +$18K | ﹤0.01% | 533 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$4K | – | 639 |
|
|
2020
Q1 | $4K | Sell |
24
-554
| -96% | -$92.3K | ﹤0.01% | 526 |
|
|
2019
Q4 | $106K | Hold |
578
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $86K | Hold |
578
| – | – | 0.03% | 235 |
|
|
2019
Q2 | $94K | Sell |
578
-151
| -21% | -$24.6K | 0.03% | 229 |
|
|
2019
Q1 | $114K | Hold |
729
| – | – | 0.04% | 198 |
|
|
2018
Q4 | $94K | Sell |
729
-80
| -10% | -$10.3K | 0.04% | 204 |
|
|
2018
Q3 | $127K | Hold |
809
| – | – | 0.05% | 179 |
|
|
2018
Q2 | $106K | Hold |
809
| – | – | 0.04% | 198 |
|
|
2018
Q1 | $102K | Hold |
809
| – | – | 0.05% | 175 |
|
|
2017
Q4 | $85K | Hold |
809
| – | – | 0.03% | 189 |
|
|
2017
Q3 | $90K | Buy |
809
+645
| +393% | +$71.8K | 0.04% | 164 |
|
|
2017
Q2 | $17K | Hold |
164
| – | – | 0.01% | 274 |
|
|
2017
Q1 | $14K | Hold |
164
| – | – | 0.01% | 288 |
|
|
2016
Q4 | $12K | Hold |
164
| – | – | 0.01% | 290 |
|
|
2016
Q3 | $12K | Hold |
164
| – | – | 0.01% | 287 |
|
|
2016
Q2 | $9K | Sell |
164
-9
| -5% | -$494 | 0.01% | 289 |
|
|
2016
Q1 | $10K | Hold |
173
| – | – | 0.01% | 301 |
|
|
2015
Q4 | $11K | Buy |
+173
| New | +$11K | 0.01% | 380 |
|