BSW Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
1,827
+201
| +12% | +$62.2K | 0.08% | 144 |
|
|
2025
Q1 | $426K | Sell |
1,626
-84
| -5% | -$22K | 0.06% | 181 |
|
|
2024
Q4 | $505K | Buy |
1,710
+153
| +10% | +$45.2K | 0.07% | 162 |
|
|
2024
Q3 | $429K | Buy |
1,557
+105
| +7% | +$28.9K | 0.06% | 172 |
|
|
2024
Q2 | $359K | Buy |
1,452
+83
| +6% | +$20.5K | 0.06% | 180 |
|
|
2024
Q1 | $357K | Buy |
1,369
+491
| +56% | +$128K | 0.06% | 186 |
|
|
2023
Q4 | $214K | Buy |
+878
| New | +$214K | 0.04% | 253 |
|
|
2023
Q3 | – | Sell |
-998
| Closed | -$204K | – | 248 |
|
|
2023
Q2 | $204K | Sell |
998
-3,342
| -77% | -$684K | 0.04% | 253 |
|
|
2023
Q1 | $903K | Buy |
4,340
+1,001
| +30% | +$208K | 0.19% | 76 |
|
|
2022
Q4 | $624K | Buy |
3,339
+555
| +20% | +$104K | 0.13% | 114 |
|
|
2022
Q3 | $520K | Sell |
2,784
-10
| -0.4% | -$1.87K | 0.13% | 113 |
|
|
2022
Q2 | $480K | Buy |
2,794
+224
| +9% | +$38.5K | 0.12% | 127 |
|
|
2022
Q1 | $551K | Buy |
2,570
+335
| +15% | +$71.8K | 0.14% | 112 |
|
|
2021
Q4 | $628K | Buy |
2,235
+449
| +25% | +$126K | 0.16% | 97 |
|
|
2021
Q3 | $509K | Buy |
1,786
+197
| +12% | +$56.1K | 0.14% | 107 |
|
|
2021
Q2 | $464K | Buy |
1,589
+312
| +24% | +$91.1K | 0.13% | 103 |
|
|
2021
Q1 | $354K | Buy |
1,277
+142
| +13% | +$39.4K | 0.1% | 121 |
|
|
2020
Q4 | $347K | Buy |
1,135
+108
| +11% | +$33K | 0.11% | 110 |
|
|
2020
Q3 | $237K | Sell |
1,027
-522
| -34% | -$120K | 0.09% | 118 |
|
|
2020
Q2 | $371K | Buy |
+1,549
| New | +$371K | 0.12% | 83 |
|
|
2020
Q1 | – | Sell |
-2,667
| Closed | -$489K | – | 113 |
|
|
2019
Q4 | $489K | Buy |
+2,667
| New | +$489K | 0.17% | 62 |
|
|
2019
Q3 | – | Sell |
-361
| Closed | -$59K | – | 145 |
|
|
2019
Q2 | $59K | Buy |
+361
| New | +$59K | 0.02% | 117 |
|
|
2018
Q4 | – | Sell |
-1,861
| Closed | -$291K | – | 98 |
|
|
2018
Q3 | $291K | Buy |
+1,861
| New | +$291K | 0.11% | 81 |
|