Cassady Schiller Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Buy |
46
+16
| +53% | +$4.73K | 0.01% | 317 |
|
|
2024
Q3 | $8.26K | Hold |
30
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $7.42K | Hold |
30
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $7.81K | Hold |
30
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $7.3K | Hold |
30
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $6.21K | Hold |
30
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $6.14K | Hold |
30
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $6.25K | Hold |
30
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $5.61K | Buy |
+30
| New | +$5.61K | ﹤0.01% | 358 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 119 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 419 |
|