Baldwin Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$48.2K | – | 246 |
|
|
2024
Q3 | $48.2K | Buy |
175
+75
| +75% | +$20.7K | ﹤0.01% | 560 |
|
|
2024
Q2 | $24.7K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $26K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $24.3K | Hold |
100
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $20.7K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $20.5K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $20.8K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $18.7K | Buy |
100
+83
| +488% | +$15.5K | ﹤0.01% | 543 |
|
|
2022
Q3 | $3K | Sell |
17
-200
| -92% | -$35.3K | ﹤0.01% | 587 |
|
|
2022
Q2 | $37K | Hold |
217
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $47K | Buy |
217
+200
| +1,176% | +$43.3K | 0.01% | 377 |
|
|
2021
Q4 | $5K | Hold |
17
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $5K | Sell |
17
-10
| -37% | -$2.94K | ﹤0.01% | 564 |
|
|
2021
Q2 | $8K | Hold |
27
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $7K | Hold |
27
| – | – | ﹤0.01% | 532 |
|
|
2020
Q4 | $8K | Hold |
27
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 477 |
|
|
2019
Q4 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 477 |
|