Beacon Pointe Advisors’s Autodesk ADSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
3,836
-281
-7% -$87K 0.01% 613
2025
Q1
$1.08M Buy
4,117
+154
+4% +$40.3K 0.01% 615
2024
Q4
$1.17M Sell
3,963
-1,448
-27% -$428K 0.01% 594
2024
Q3
$1.49M Sell
5,411
-1,577
-23% -$434K 0.02% 532
2024
Q2
$1.73M Sell
6,988
-1,684
-19% -$417K 0.02% 504
2024
Q1
$2.26M Sell
8,672
-2,666
-24% -$694K 0.03% 466
2023
Q4
$2.76M Buy
11,338
+67
+0.6% +$16.3K 0.03% 402
2023
Q3
$2.33M Buy
11,271
+5,026
+80% +$1.04M 0.03% 431
2023
Q2
$1.28M Sell
6,245
-4,069
-39% -$833K 0.02% 462
2023
Q1
$2.15M Buy
10,314
+3,589
+53% +$747K 0.04% 378
2022
Q4
$1.26M Sell
6,725
-1,092
-14% -$204K 0.02% 458
2022
Q3
$1.46M Buy
7,817
+1,922
+33% +$359K 0.03% 384
2022
Q2
$1.02M Sell
5,895
-23,612
-80% -$4.07M 0.02% 466
2022
Q1
$6.33M Buy
29,507
+22,837
+342% +$4.9M 0.09% 215
2021
Q4
$1.88M Buy
6,670
+1,806
+37% +$508K 0.05% 264
2021
Q3
$1.39M Sell
4,864
-1,863
-28% -$531K 0.03% 349
2021
Q2
$1.96M Buy
6,727
+2,656
+65% +$775K 0.07% 222
2021
Q1
$1.13M Buy
4,071
+161
+4% +$44.5K 0.07% 195
2020
Q4
$1.19M Buy
3,910
+982
+34% +$300K 0.08% 181
2020
Q3
$677K Buy
2,928
+1,206
+70% +$279K 0.07% 199
2020
Q2
$412K Buy
+1,722
New +$412K 0.04% 262