BerganKDV Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $52.4K | Sell |
256
-18
| -7% | -$3.68K | 0.01% | 366 |
|
|
2023
Q1 | $57K | Hold |
274
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $51.2K | Sell |
274
-2
| -0.7% | -$374 | 0.01% | 376 |
|
|
2022
Q3 | $52K | Sell |
276
-128
| -32% | -$24.1K | 0.01% | 367 |
|
|
2022
Q2 | $69K | Sell |
404
-2
| -0.5% | -$342 | 0.01% | 347 |
|
|
2022
Q1 | $87K | Hold |
406
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $114K | Hold |
406
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $116K | Buy |
406
+86
| +27% | +$24.6K | 0.01% | 305 |
|
|
2021
Q2 | $93K | Hold |
320
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $89K | Sell |
320
-43
| -12% | -$12K | 0.01% | 306 |
|
|
2020
Q4 | $111K | Buy |
363
+42
| +13% | +$12.8K | 0.02% | 266 |
|
|
2020
Q3 | $74K | Hold |
321
| – | – | 0.01% | 293 |
|
|
2020
Q2 | $77K | Sell |
321
-1
| -0.3% | -$240 | 0.01% | 300 |
|
|
2020
Q1 | $50K | Buy |
322
+13
| +4% | +$2.02K | 0.01% | 318 |
|
|
2019
Q4 | $57K | Buy |
309
+28
| +10% | +$5.17K | 0.01% | 331 |
|
|
2019
Q3 | $42K | Hold |
281
| – | – | 0.01% | 348 |
|
|
2019
Q2 | $46K | Hold |
281
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $44K | Hold |
281
| – | – | 0.01% | 356 |
|
|
2018
Q4 | $36K | Hold |
281
| – | – | 0.01% | 335 |
|
|
2018
Q3 | $44K | Hold |
281
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $37K | Buy |
+281
| New | +$37K | 0.01% | 355 |
|