Checchi Capital Advisers’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $539K | Sell |
1,741
-9
| -0.5% | -$2.79K | 0.03% | 320 |
|
2025
Q1 | $458K | Hold |
1,750
| – | – | 0.02% | 347 |
|
2024
Q4 | $517K | Buy |
1,750
+6
| +0.3% | +$1.77K | 0.03% | 308 |
|
2024
Q3 | $480K | Buy |
1,744
+17
| +1% | +$4.68K | 0.03% | 336 |
|
2024
Q2 | $427K | Buy |
1,727
+16
| +0.9% | +$3.96K | 0.02% | 349 |
|
2024
Q1 | $446K | Buy |
1,711
+40
| +2% | +$10.4K | 0.03% | 345 |
|
2023
Q4 | $407K | Sell |
1,671
-2
| -0.1% | -$487 | 0.03% | 354 |
|
2023
Q3 | $346K | Sell |
1,673
-80
| -5% | -$16.6K | 0.03% | 372 |
|
2023
Q2 | $359K | Buy |
1,753
+79
| +5% | +$16.2K | 0.03% | 369 |
|
2023
Q1 | $348K | Sell |
1,674
-259
| -13% | -$53.9K | 0.03% | 370 |
|
2022
Q4 | $361K | Sell |
1,933
-364
| -16% | -$68K | 0.04% | 345 |
|
2022
Q3 | $429K | Buy |
2,297
+164
| +8% | +$30.6K | 0.04% | 297 |
|
2022
Q2 | $461K | Buy |
2,133
+655
| +44% | +$142K | 0.04% | 306 |
|
2022
Q1 | $317K | Sell |
1,478
-35
| -2% | -$7.51K | 0.03% | 387 |
|
2021
Q4 | $425K | Sell |
1,513
-28
| -2% | -$7.87K | 0.04% | 295 |
|
2021
Q3 | $439K | Sell |
1,541
-649
| -30% | -$185K | 0.04% | 269 |
|
2021
Q2 | $639K | Sell |
2,190
-208
| -9% | -$60.7K | 0.06% | 195 |
|
2021
Q1 | $665K | Buy |
2,398
+107
| +5% | +$29.7K | 0.07% | 186 |
|
2020
Q4 | $700K | Buy |
2,291
+55
| +2% | +$16.8K | 0.07% | 176 |
|
2020
Q3 | $517K | Sell |
2,236
-362
| -14% | -$83.7K | 0.06% | 196 |
|
2020
Q2 | $621K | Buy |
2,598
+310
| +14% | +$74.1K | 0.07% | 165 |
|
2020
Q1 | $357K | Buy |
2,288
+622
| +37% | +$97.1K | 0.03% | 212 |
|
2019
Q4 | $306K | Buy |
1,666
+310
| +23% | +$56.9K | 0.04% | 293 |
|
2019
Q3 | $200K | Sell |
1,356
-270
| -17% | -$39.8K | 0.03% | 388 |
|
2019
Q2 | $265K | Buy |
1,626
+6
| +0.4% | +$978 | 0.03% | 322 |
|
2019
Q1 | $252K | Buy |
+1,620
| New | +$252K | 0.03% | 321 |
|
2018
Q4 | – | Sell |
-1,718
| Closed | -$268K | – | 368 |
|
2018
Q3 | $268K | Buy |
1,718
+76
| +5% | +$11.9K | 0.03% | 332 |
|
2018
Q2 | $215K | Buy |
+1,642
| New | +$215K | 0.03% | 358 |
|
2016
Q3 | – | Sell |
-1,072
| Closed | -$58K | – | 390 |
|
2016
Q2 | $58K | Sell |
1,072
-18
| -2% | -$974 | 0.01% | 763 |
|
2016
Q1 | $64K | Buy |
+1,090
| New | +$64K | 0.01% | 741 |
|