Buckingham Strategic Wealth’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-981
| Closed | -$239K | – | 757 |
|
|
2023
Q4 | $239K | Buy |
981
+11
| +1% | +$2.68K | ﹤0.01% | 639 |
|
|
2023
Q3 | $201K | Buy |
+970
| New | +$201K | ﹤0.01% | 632 |
|
|
2022
Q2 | – | Sell |
-957
| Closed | -$205K | – | 611 |
|
|
2022
Q1 | $205K | Buy |
957
+50
| +6% | +$10.7K | ﹤0.01% | 563 |
|
|
2021
Q4 | $255K | Sell |
907
-12
| -1% | -$3.37K | ﹤0.01% | 514 |
|
|
2021
Q3 | $262K | Buy |
919
+48
| +6% | +$13.7K | 0.01% | 492 |
|
|
2021
Q2 | $254K | Buy |
+871
| New | +$254K | 0.01% | 499 |
|
|
2021
Q1 | – | Sell |
-796
| Closed | -$243K | – | 543 |
|
|
2020
Q4 | $243K | Buy |
+796
| New | +$243K | 0.01% | 462 |
|
|
2020
Q2 | – | Sell |
-1,317
| Closed | -$206K | – | 408 |
|
|
2020
Q1 | $206K | Sell |
1,317
-543
| -29% | -$84.9K | 0.02% | 419 |
|
|
2019
Q4 | $341K | Sell |
1,860
-3
| -0.2% | -$550 | 0.03% | 327 |
|
|
2019
Q3 | $275K | Sell |
1,863
-630
| -25% | -$93K | 0.03% | 338 |
|
|
2019
Q2 | $406K | Sell |
2,493
-34
| -1% | -$5.54K | 0.04% | 279 |
|
|
2019
Q1 | $394K | Buy |
2,527
+666
| +36% | +$104K | 0.05% | 267 |
|
|
2018
Q4 | $239K | Buy |
+1,861
| New | +$239K | 0.04% | 302 |
|
|
2016
Q2 | – | Sell |
-4,022
| Closed | -$235K | – | 247 |
|
|
2016
Q1 | $235K | Buy |
+4,022
| New | +$235K | 0.08% | 192 |
|