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