Atria Wealth Solutions’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $687K | Sell |
2,217
-2,588
| -54% | -$802K | 0.02% | 786 |
|
2025
Q1 | $1.26M | Sell |
4,805
-114
| -2% | -$29.8K | 0.02% | 792 |
|
2024
Q4 | $1.45M | Buy |
4,919
+226
| +5% | +$66.8K | 0.02% | 763 |
|
2024
Q3 | $1.29M | Buy |
4,693
+498
| +12% | +$137K | 0.01% | 817 |
|
2024
Q2 | $1.04M | Sell |
4,195
-1,337
| -24% | -$331K | 0.01% | 875 |
|
2024
Q1 | $1.44M | Sell |
5,532
-163
| -3% | -$42.5K | 0.02% | 748 |
|
2023
Q4 | $1.39M | Buy |
5,695
+1,711
| +43% | +$417K | 0.02% | 735 |
|
2023
Q3 | $824K | Sell |
3,984
-713
| -15% | -$148K | 0.01% | 894 |
|
2023
Q2 | $961K | Sell |
4,697
-97
| -2% | -$19.8K | 0.01% | 845 |
|
2023
Q1 | $998K | Sell |
4,794
-18
| -0.4% | -$3.75K | 0.01% | 795 |
|
2022
Q4 | $899K | Sell |
4,812
-140
| -3% | -$26.2K | 0.01% | 796 |
|
2022
Q3 | $925K | Sell |
4,952
-4,997
| -50% | -$933K | 0.02% | 732 |
|
2022
Q2 | $1.58M | Buy |
9,949
+7,364
| +285% | +$1.17M | 0.03% | 505 |
|
2022
Q1 | $554K | Buy |
+2,585
| New | +$554K | 0.01% | 1010 |
|