Bartlett & Co 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 | $350K | Hold |
1,130
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $296K | Buy |
1,130
+198
| +21% | +$51.8K | ﹤0.01% | 399 |
|
|
2024
Q4 | $275K | Hold |
932
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $257K | Buy |
932
+6
| +0.6% | +$1.65K | ﹤0.01% | 415 |
|
|
2024
Q2 | $229K | Sell |
926
-14
| -1% | -$3.46K | ﹤0.01% | 426 |
|
|
2024
Q1 | $245K | Buy |
940
+3
| +0.3% | +$781 | ﹤0.01% | 433 |
|
|
2023
Q4 | $229K | Hold |
937
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $194K | Hold |
937
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $192K | Hold |
937
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $195K | Hold |
937
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $175K | Sell |
937
-9
| -1% | -$1.68K | ﹤0.01% | 401 |
|
|
2022
Q3 | $177K | Sell |
946
-34
| -3% | -$6.35K | ﹤0.01% | 391 |
|
|
2022
Q2 | $169K | Buy |
980
+54
| +6% | +$9.29K | ﹤0.01% | 395 |
|
|
2022
Q1 | $198K | Hold |
926
| – | – | ﹤0.01% | 389 |
|
|
2021
Q4 | $260K | Hold |
926
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $264K | Sell |
926
-18
| -2% | -$5.13K | 0.01% | 316 |
|
|
2021
Q2 | $276K | Hold |
944
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $262K | Hold |
944
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $288K | Buy |
944
+18
| +2% | +$5.5K | 0.01% | 300 |
|
|
2020
Q3 | $214K | Hold |
926
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $221K | Hold |
926
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $145K | Hold |
926
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $170K | Hold |
926
| – | – | ﹤0.01% | 352 |
|
|
2019
Q3 | $137K | Buy |
926
+885
| +2,159% | +$131K | ﹤0.01% | 364 |
|
|
2019
Q2 | $6.68K | Buy |
+41
| New | +$6.68K | ﹤0.01% | 612 |
|