AWM
Avior Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,448
+1,278
| +40% | +$396K | 0.05% | 228 |
|
|
2025
Q1 | $830K | Sell |
3,170
-1,297
| -29% | -$340K | 0.03% | 300 |
|
|
2024
Q4 | $1.32M | Sell |
4,467
-336
| -7% | -$99.3K | 0.05% | 238 |
|
|
2024
Q3 | $1.32M | Buy |
4,803
+17
| +0.4% | +$4.68K | 0.05% | 232 |
|
|
2024
Q2 | $1.18M | Sell |
4,786
-366
| -7% | -$90.6K | 0.05% | 233 |
|
|
2024
Q1 | $1.34M | Buy |
5,152
+54
| +1% | +$14.1K | 0.06% | 228 |
|
|
2023
Q4 | $1.24M | Hold |
5,098
| – | – | 0.08% | 171 |
|
|
2023
Q3 | $1.05M | Hold |
5,098
| – | – | 0.07% | 179 |
|
|
2023
Q2 | $1.04M | Sell |
5,098
-6
| -0.1% | -$1.23K | 0.07% | 195 |
|
|
2023
Q1 | $1.06M | Sell |
5,104
-27
| -0.5% | -$5.62K | 0.07% | 192 |
|
|
2022
Q4 | $959K | Hold |
5,131
| – | – | 0.07% | 194 |
|
|
2022
Q3 | $958K | Hold |
5,131
| – | – | 0.08% | 172 |
|
|
2022
Q2 | $881K | Sell |
5,131
-7
| -0.1% | -$1.2K | 0.09% | 161 |
|
|
2022
Q1 | $1.1M | Sell |
5,138
-1,094
| -18% | -$234K | 0.09% | 151 |
|
|
2021
Q4 | $1.75M | Hold |
6,232
| – | – | 0.14% | 116 |
|
|
2021
Q3 | $1.78M | Sell |
6,232
-110
| -2% | -$31.3K | 0.15% | 120 |
|
|
2021
Q2 | $1.85M | Sell |
6,342
-1,029
| -14% | -$300K | 0.19% | 111 |
|
|
2021
Q1 | $2.04M | Sell |
7,371
-13
| -0.2% | -$3.6K | 0.22% | 102 |
|
|
2020
Q4 | $2.25M | Sell |
7,384
-231
| -3% | -$70.5K | 0.28% | 87 |
|
|
2020
Q3 | $1.76M | Buy |
7,615
+993
| +15% | +$229K | 0.25% | 93 |
|
|
2020
Q2 | $1.58M | Buy |
6,622
+28
| +0.4% | +$6.69K | 0.25% | 99 |
|
|
2020
Q1 | $1.03M | Buy |
6,594
+60
| +0.9% | +$9.35K | 0.2% | 121 |
|
|
2019
Q4 | $1.2M | Sell |
6,534
-225
| -3% | -$41.3K | 0.19% | 117 |
|
|
2019
Q3 | $997K | Hold |
6,759
| – | – | 0.17% | 122 |
|
|
2019
Q2 | $1.1M | Buy |
6,759
+335
| +5% | +$54.6K | 0.2% | 116 |
|
|
2019
Q1 | $1M | Hold |
6,424
| – | – | 0.21% | 106 |
|
|
2018
Q4 | $826K | Hold |
6,424
| – | – | 0.2% | 108 |
|
|
2018
Q3 | $1M | Hold |
6,424
| – | – | 0.21% | 102 |
|
|
2018
Q2 | $842K | Sell |
6,424
-11
| -0.2% | -$1.44K | 0.19% | 113 |
|
|
2018
Q1 | $808K | Sell |
6,435
-1,588
| -20% | -$199K | 0.19% | 116 |
|
|
2017
Q4 | $841K | Buy |
+8,023
| New | +$841K | 0.19% | 113 |
|
|
2016
Q4 | – | Sell |
-1,400
| Closed | -$101K | – | 493 |
|
|
2016
Q3 | $101K | Buy |
+1,400
| New | +$101K | 0.04% | 172 |
|