Avitas Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.65M | Sell |
5,576
-1
| -0% | -$296 | 0.23% | 102 |
|
|
2024
Q3 | $1.54M | Buy |
5,577
+42
| +0.8% | +$11.6K | 0.22% | 111 |
|
|
2024
Q2 | $1.37M | Buy |
5,535
+1,352
| +32% | +$335K | 0.2% | 115 |
|
|
2024
Q1 | $1.09M | Sell |
4,183
-33
| -0.8% | -$8.59K | 0.17% | 137 |
|
|
2023
Q4 | $1.03M | Buy |
4,216
+73
| +2% | +$17.8K | 0.17% | 131 |
|
|
2023
Q3 | $857K | Sell |
4,143
-82
| -2% | -$17K | 0.16% | 133 |
|
|
2023
Q2 | $864K | Buy |
4,225
+1
| +0% | +$205 | 0.16% | 134 |
|
|
2023
Q1 | $879K | Sell |
4,224
-11
| -0.3% | -$2.29K | 0.17% | 133 |
|
|
2022
Q4 | $791K | Buy |
4,235
+44
| +1% | +$8.22K | 0.17% | 121 |
|
|
2022
Q3 | $783K | Buy |
+4,191
| New | +$783K | 0.18% | 123 |
|
|
2022
Q2 | – | Sell |
-1,611
| Closed | -$345K | – | 192 |
|
|
2022
Q1 | $345K | Sell |
1,611
-4,473
| -74% | -$958K | 0.06% | 172 |
|
|
2021
Q4 | $1.71M | Buy |
+6,084
| New | +$1.71M | 0.29% | 101 |
|
|
2021
Q2 | – | Sell |
-12,792
| Closed | -$3.55M | – | 197 |
|
|
2021
Q1 | $3.55M | Buy |
12,792
+2,358
| +23% | +$653K | 0.69% | 47 |
|
|
2020
Q4 | $3.19M | Buy |
10,434
+1,468
| +16% | +$448K | 0.65% | 51 |
|
|
2020
Q3 | $2.07M | Sell |
8,966
-20
| -0.2% | -$4.62K | 0.58% | 59 |
|
|
2020
Q2 | $2.15M | Sell |
8,986
-341
| -4% | -$81.6K | 0.71% | 54 |
|
|
2020
Q1 | $1.46M | Sell |
9,327
-9,636
| -51% | -$1.5M | 0.66% | 58 |
|
|
2019
Q4 | $3.48M | Buy |
18,963
+6,249
| +49% | +$1.15M | 0.89% | 41 |
|
|
2019
Q3 | $1.88M | Buy |
12,714
+174
| +1% | +$25.7K | 0.52% | 85 |
|
|
2019
Q2 | $2.04M | Sell |
12,540
-53
| -0.4% | -$8.64K | 0.57% | 82 |
|
|
2019
Q1 | $1.96M | Buy |
12,593
+107
| +0.9% | +$16.7K | 0.57% | 78 |
|
|
2018
Q4 | $1.61M | Buy |
+12,486
| New | +$1.61M | 0.53% | 82 |
|