Cerity 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 | $56.7M | Buy |
183,144
+9,694
| +6% | +$3M | 0.1% | 180 |
|
|
2025
Q1 | $45.4M | Buy |
173,450
+62,335
| +56% | +$16.3M | 0.09% | 193 |
|
|
2024
Q4 | $32.6M | Buy |
111,115
+2,125
| +2% | +$623K | 0.07% | 232 |
|
|
2024
Q3 | $30M | Sell |
108,990
-23,419
| -18% | -$6.45M | 0.07% | 245 |
|
|
2024
Q2 | $32.8M | Sell |
132,409
-27,750
| -17% | -$6.87M | 0.09% | 201 |
|
|
2024
Q1 | $39.7M | Buy |
160,159
+42,342
| +36% | +$10.5M | 0.1% | 185 |
|
|
2023
Q4 | $28.7M | Buy |
117,817
+16,288
| +16% | +$3.97M | 0.09% | 199 |
|
|
2023
Q3 | $21M | Sell |
101,529
-20,894
| -17% | -$4.32M | 0.1% | 182 |
|
|
2023
Q2 | $25M | Sell |
122,423
-326
| -0.3% | -$66.7K | 0.1% | 196 |
|
|
2023
Q1 | $24.7M | Buy |
122,749
+54,928
| +81% | +$11M | 0.06% | 212 |
|
|
2022
Q4 | $12.7M | Buy |
67,821
+22,022
| +48% | +$4.12M | 0.08% | 226 |
|
|
2022
Q3 | $8.56M | Buy |
45,799
+1,450
| +3% | +$271K | 0.1% | 176 |
|
|
2022
Q2 | $7.63M | Buy |
44,349
+37,580
| +555% | +$6.46M | 0.08% | 201 |
|
|
2022
Q1 | $1.45M | Sell |
6,769
-876
| -11% | -$188K | 0.02% | 379 |
|
|
2021
Q4 | $2.15M | Buy |
7,645
+1,585
| +26% | +$446K | 0.03% | 305 |
|
|
2021
Q3 | $1.73M | Sell |
6,060
-401
| -6% | -$114K | 0.04% | 284 |
|
|
2021
Q2 | $1.89M | Sell |
6,461
-2,626
| -29% | -$767K | 0.04% | 275 |
|
|
2021
Q1 | $2.52M | Sell |
9,087
-20,093
| -69% | -$5.57M | 0.06% | 222 |
|
|
2020
Q4 | $8.91M | Buy |
29,180
+19,963
| +217% | +$6.09M | 0.29% | 77 |
|
|
2020
Q3 | $2.13M | Buy |
9,217
+5,179
| +128% | +$1.2M | 0.09% | 163 |
|
|
2020
Q2 | $966K | Buy |
4,038
+239
| +6% | +$57.2K | 0.05% | 207 |
|
|
2020
Q1 | $592K | Buy |
3,799
+2,305
| +154% | +$359K | 0.04% | 266 |
|
|
2019
Q4 | $274K | Buy |
+1,494
| New | +$274K | 0.01% | 443 |
|
|
2019
Q2 | – | Sell |
-4,609
| Closed | -$718K | – | 478 |
|
|
2019
Q1 | $718K | Sell |
4,609
-836
| -15% | -$130K | 0.05% | 282 |
|
|
2018
Q4 | $700K | Buy |
5,445
+925
| +20% | +$119K | 0.05% | 268 |
|
|
2018
Q3 | $706K | Buy |
4,520
+34
| +0.8% | +$5.31K | 0.05% | 289 |
|
|
2018
Q2 | $588K | Buy |
4,486
+457
| +11% | +$59.9K | 0.04% | 303 |
|
|
2018
Q1 | $506K | Buy |
4,029
+35
| +0.9% | +$4.4K | 0.04% | 328 |
|
|
2017
Q4 | $419K | Buy |
3,994
+311
| +8% | +$32.6K | 0.03% | 366 |
|
|
2017
Q3 | $413K | Sell |
3,683
-67,746
| -95% | -$7.6M | 0.03% | 357 |
|
|
2017
Q2 | $2.7M | Buy |
71,429
+67,790
| +1,863% | +$2.56M | 0.23% | 88 |
|
|
2017
Q1 | $315K | Buy |
+3,639
| New | +$315K | 0.03% | 325 |
|