Avantax Advisory Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,132
+1,874
| +36% | +$580K | 0.01% | 749 |
|
|
2025
Q1 | $1.38M | Buy |
5,258
+238
| +5% | +$62.3K | 0.01% | 933 |
|
|
2024
Q4 | $1.48M | Buy |
5,020
+312
| +7% | +$92.2K | 0.01% | 867 |
|
|
2024
Q3 | $1.3M | Buy |
4,708
+576
| +14% | +$159K | 0.01% | 892 |
|
|
2024
Q2 | $1.02M | Buy |
4,132
+2,715
| +192% | +$672K | 0.01% | 966 |
|
|
2024
Q1 | $369K | Buy |
1,417
+122
| +9% | +$31.8K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $315K | Sell |
1,295
-5
| -0.4% | -$1.22K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $269K | Buy |
1,300
+252
| +24% | +$52.1K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $214K | Sell |
1,048
-4
| -0.4% | -$818 | ﹤0.01% | 1368 |
|
|
2023
Q1 | $219K | Buy |
+1,052
| New | +$219K | ﹤0.01% | 1320 |
|
|
2022
Q1 | – | Sell |
-931
| Closed | -$262K | – | 1278 |
|
|
2021
Q4 | $262K | Sell |
931
-82
| -8% | -$23.1K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $289K | Buy |
1,013
+153
| +18% | +$43.7K | ﹤0.01% | 938 |
|
|
2021
Q2 | $251K | Buy |
860
+14
| +2% | +$4.09K | ﹤0.01% | 981 |
|
|
2021
Q1 | $233K | Buy |
846
+186
| +28% | +$51.2K | 0.01% | 909 |
|
|
2020
Q4 | $201K | Sell |
660
-878
| -57% | -$267K | ﹤0.01% | 881 |
|
|
2020
Q3 | $356K | Buy |
+1,538
| New | +$356K | 0.01% | 945 |
|