AssetMark Inc’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
38,737
+16,458
| +74% | +$5.09M | 0.03% | 375 |
|
|
2025
Q1 | $5.83M | Buy |
22,279
+1,200
| +6% | +$314K | 0.02% | 481 |
|
|
2024
Q4 | $6.23M | Buy |
21,079
+20,548
| +3,870% | +$6.07M | 0.02% | 456 |
|
|
2024
Q3 | $146K | Buy |
531
+392
| +282% | +$108K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $34.4K | Buy |
139
+121
| +672% | +$29.9K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $4.69K | Buy |
18
+9
| +100% | +$2.34K | ﹤0.01% | 1473 |
|
|
2023
Q4 | $2.19K | Sell |
9
-12,106
| -100% | -$2.95M | ﹤0.01% | 1536 |
|
|
2023
Q3 | $2.51M | Sell |
12,115
-705
| -5% | -$146K | 0.01% | 467 |
|
|
2023
Q2 | $2.62M | Buy |
12,820
+2,156
| +20% | +$441K | 0.01% | 433 |
|
|
2023
Q1 | $2.22M | Buy |
10,664
+2,064
| +24% | +$430K | 0.01% | 430 |
|
|
2022
Q4 | $1.61M | Buy |
8,600
+1,308
| +18% | +$244K | 0.01% | 468 |
|
|
2022
Q3 | $1.36M | Buy |
7,292
+1,581
| +28% | +$295K | 0.01% | 451 |
|
|
2022
Q2 | $982K | Buy |
5,711
+1,172
| +26% | +$202K | ﹤0.01% | 500 |
|
|
2022
Q1 | $973K | Buy |
4,539
+2,150
| +90% | +$461K | ﹤0.01% | 473 |
|
|
2021
Q4 | $672K | Buy |
2,389
+1,554
| +186% | +$437K | ﹤0.01% | 490 |
|
|
2021
Q3 | $238K | Buy |
+835
| New | +$238K | ﹤0.01% | 548 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$6K | – | 1325 |
|
|
2020
Q4 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 982 |
|
|
2020
Q2 | – | Sell |
-76
| Closed | -$12K | – | 1244 |
|
|
2020
Q1 | $12K | Sell |
76
-32
| -30% | -$5.05K | ﹤0.01% | 953 |
|
|
2019
Q4 | $20K | Buy |
108
+18
| +20% | +$3.33K | ﹤0.01% | 927 |
|
|
2019
Q3 | $13K | Hold |
90
| – | – | ﹤0.01% | 932 |
|
|
2019
Q2 | $15K | Hold |
90
| – | – | ﹤0.01% | 919 |
|
|
2019
Q1 | $14K | Hold |
90
| – | – | ﹤0.01% | 938 |
|
|
2018
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 982 |
|
|
2018
Q3 | $14K | Sell |
90
-9
| -9% | -$1.4K | ﹤0.01% | 988 |
|
|
2018
Q2 | $13K | Hold |
99
| – | – | ﹤0.01% | 996 |
|
|
2018
Q1 | $12K | Sell |
99
-166
| -63% | -$20.1K | ﹤0.01% | 1004 |
|
|
2017
Q4 | $28K | Buy |
265
+202
| +321% | +$21.3K | ﹤0.01% | 935 |
|
|
2017
Q3 | $7K | Buy |
63
+29
| +85% | +$3.22K | ﹤0.01% | 1090 |
|
|
2017
Q2 | $3K | Sell |
34
-2
| -6% | -$176 | ﹤0.01% | 1162 |
|
|
2017
Q1 | $3K | Sell |
36
-11
| -23% | -$917 | ﹤0.01% | 1072 |
|
|
2016
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1075 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1160 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1092 |
|
|
2015
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1159 |
|