Carson Wealth (CWM LLC)’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
63,132
-6,079
| -9% | -$1.88M | 0.07% | 243 |
|
|
2025
Q1 | $18.1M | Buy |
69,211
+11,007
| +19% | +$2.88M | 0.07% | 238 |
|
|
2024
Q4 | $17.2M | Sell |
58,204
-2,451
| -4% | -$724K | 0.07% | 233 |
|
|
2024
Q3 | $16.7M | Sell |
60,655
-7,996
| -12% | -$2.2M | 0.07% | 231 |
|
|
2024
Q2 | $17M | Buy |
68,651
+205
| +0.3% | +$50.7K | 0.08% | 225 |
|
|
2024
Q1 | $17.8M | Buy |
68,446
+2,113
| +3% | +$550K | 0.09% | 211 |
|
|
2023
Q4 | $16.2M | Buy |
66,333
+17,643
| +36% | +$4.3M | 0.09% | 216 |
|
|
2023
Q3 | $10.1M | Sell |
48,690
-588
| -1% | -$122K | 0.06% | 239 |
|
|
2023
Q2 | $10.1M | Buy |
49,278
+43,473
| +749% | +$8.9M | 0.06% | 231 |
|
|
2023
Q1 | $1.21M | Sell |
5,805
-458
| -7% | -$95.3K | 0.01% | 603 |
|
|
2022
Q4 | $1.17M | Sell |
6,263
-874
| -12% | -$163K | 0.01% | 565 |
|
|
2022
Q3 | $1.33M | Buy |
7,137
+771
| +12% | +$144K | 0.01% | 485 |
|
|
2022
Q2 | $1.1M | Buy |
6,366
+108
| +2% | +$18.6K | 0.01% | 543 |
|
|
2022
Q1 | $1.34M | Sell |
6,258
-133
| -2% | -$28.5K | 0.01% | 492 |
|
|
2021
Q4 | $1.8M | Buy |
+6,391
| New | +$1.8M | 0.01% | 452 |
|
|
2021
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2020
Q4 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2020
Q3 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2020
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2020
Q1 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2019
Q4 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2019
Q3 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2019
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 978 |
|
|
2019
Q1 | $158K | Buy |
542
+19
| +4% | +$5.54K | ﹤0.01% | 978 |
|
|
2018
Q4 | $67K | Buy |
523
+123
| +31% | +$15.8K | ﹤0.01% | 805 |
|
|
2018
Q3 | $62K | Sell |
400
-66
| -14% | -$10.2K | ﹤0.01% | 702 |
|
|
2018
Q2 | $61K | Buy |
466
+15
| +3% | +$1.96K | ﹤0.01% | 595 |
|
|
2018
Q1 | $57K | Buy |
451
+113
| +33% | +$14.3K | ﹤0.01% | 529 |
|
|
2017
Q4 | $35K | Sell |
338
-135
| -29% | -$14K | ﹤0.01% | 588 |
|
|
2017
Q3 | $53K | Buy |
473
+343
| +264% | +$38.4K | ﹤0.01% | 507 |
|
|
2017
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 717 |
|
|
2017
Q1 | $11K | Sell |
130
-63
| -33% | -$5.33K | ﹤0.01% | 717 |
|
|
2016
Q4 | $14K | Buy |
193
+186
| +2,657% | +$13.5K | ﹤0.01% | 659 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 938 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 782 |
|