B. Riley Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+4,444
| New | +$1.38M | 0.06% | 267 |
|
|
2024
Q4 | $970K | Sell |
3,281
-741
| -18% | -$219K | 0.03% | 458 |
|
|
2024
Q3 | $1.1M | Sell |
4,022
-178
| -4% | -$48.6K | 0.03% | 476 |
|
|
2024
Q2 | $1.04M | Sell |
4,200
-2,583
| -38% | -$639K | 0.03% | 522 |
|
|
2024
Q1 | $1.4M | Buy |
6,783
+448
| +7% | +$92.7K | 0.04% | 434 |
|
|
2023
Q4 | $1.54M | Sell |
6,335
-448
| -7% | -$109K | 0.04% | 417 |
|
|
2023
Q3 | $1.4M | Sell |
6,783
-3,961
| -37% | -$820K | 0.04% | 434 |
|
|
2023
Q2 | $2.2M | Buy |
10,744
+1,642
| +18% | +$336K | 0.05% | 353 |
|
|
2023
Q1 | $1.89M | Buy |
9,102
+142
| +2% | +$29.6K | 0.05% | 357 |
|
|
2022
Q4 | $1.67M | Buy |
8,960
+3,254
| +57% | +$608K | 0.05% | 381 |
|
|
2022
Q3 | $1.07M | Buy |
5,706
+16
| +0.3% | +$2.99K | 0.03% | 487 |
|
|
2022
Q2 | $979K | Sell |
5,690
-127
| -2% | -$21.9K | 0.04% | 427 |
|
|
2022
Q1 | $1.25M | Buy |
5,817
+2,180
| +60% | +$467K | 0.04% | 412 |
|
|
2021
Q4 | $1.02M | Sell |
3,637
-1,546
| -30% | -$435K | 0.03% | 526 |
|
|
2021
Q3 | $1.48M | Buy |
5,183
+646
| +14% | +$184K | 0.05% | 411 |
|
|
2021
Q2 | $1.33M | Sell |
4,537
-361
| -7% | -$105K | 0.04% | 435 |
|
|
2021
Q1 | $1.36M | Sell |
4,898
-1,119
| -19% | -$310K | 0.05% | 403 |
|
|
2020
Q4 | $1.84M | Buy |
6,017
+360
| +6% | +$110K | 0.1% | 214 |
|
|
2020
Q3 | $1.31M | Sell |
5,657
-441
| -7% | -$102K | 0.07% | 268 |
|
|
2020
Q2 | $1.46M | Sell |
6,098
-1,519
| -20% | -$363K | 0.1% | 215 |
|
|
2020
Q1 | $1.19M | Buy |
7,617
+1,819
| +31% | +$284K | 0.1% | 203 |
|
|
2019
Q4 | $1.06M | Buy |
5,798
+2,622
| +83% | +$481K | 0.09% | 235 |
|
|
2019
Q3 | $470K | Buy |
3,176
+66
| +2% | +$9.77K | 0.05% | 428 |
|
|
2019
Q2 | $507K | Buy |
3,110
+409
| +15% | +$66.7K | 0.06% | 369 |
|
|
2019
Q1 | $421K | Buy |
+2,701
| New | +$421K | 0.05% | 383 |
|
|
2018
Q3 | – | Sell |
-4,487
| Closed | -$589K | – | 718 |
|
|
2018
Q2 | $589K | Buy |
+4,487
| New | +$589K | 0.08% | 282 |
|
|
2015
Q1 | – | Sell |
-1,049
| Closed | -$63 | – | 602 |
|
|
2014
Q4 | $63 | Buy |
+1,049
| New | +$63 | ﹤0.01% | 1970 |
|