Baker Tilly Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,254
-155
| -4% | -$48K | 0.47% | 35 |
|
|
2025
Q1 | $1.15M | Sell |
4,409
-435
| -9% | -$114K | 0.45% | 48 |
|
|
2024
Q4 | $1.43M | Buy |
4,844
+112
| +2% | +$33.1K | 0.56% | 35 |
|
|
2024
Q3 | $1.3M | Buy |
4,732
+706
| +18% | +$194K | 0.58% | 31 |
|
|
2024
Q2 | $996K | Sell |
4,026
-8,256
| -67% | -$2.04M | 0.41% | 49 |
|
|
2024
Q1 | $3.2M | Sell |
12,282
-177
| -1% | -$46.1K | 0.58% | 32 |
|
|
2023
Q4 | $3.03M | Sell |
12,459
-2,096
| -14% | -$510K | 0.5% | 36 |
|
|
2023
Q3 | $3.01M | Sell |
14,555
-17,763
| -55% | -$3.68M | 0.5% | 40 |
|
|
2023
Q2 | $6.61M | Sell |
32,318
-2,950
| -8% | -$604K | 0.69% | 24 |
|
|
2023
Q1 | $7.34M | Sell |
35,268
-962
| -3% | -$200K | 0.83% | 20 |
|
|
2022
Q4 | $6.77M | Buy |
36,230
+3,407
| +10% | +$637K | 0.83% | 17 |
|
|
2022
Q3 | $6.13M | Sell |
32,823
-1,656
| -5% | -$309K | 0.84% | 16 |
|
|
2022
Q2 | $5.93M | Buy |
34,479
+3,548
| +11% | +$610K | 0.78% | 21 |
|
|
2022
Q1 | $6.63M | Buy |
30,931
+8,979
| +41% | +$1.92M | 0.73% | 22 |
|
|
2021
Q4 | $6.17M | Buy |
21,952
+1,590
| +8% | +$447K | 0.66% | 28 |
|
|
2021
Q3 | $5.81M | Buy |
20,362
+4,302
| +27% | +$1.23M | 0.77% | 17 |
|
|
2021
Q2 | $4.69M | Buy |
16,060
+1,615
| +11% | +$471K | 0.76% | 17 |
|
|
2021
Q1 | $4M | Buy |
14,445
+7,846
| +119% | +$2.17M | 0.82% | 18 |
|
|
2020
Q4 | $2.02M | Buy |
+6,599
| New | +$2.02M | 0.62% | 40 |
|