Clearstead Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
2,225
-2,778
| -56% | -$860K | 0.01% | 516 |
|
|
2025
Q1 | $1.31M | Buy |
5,003
+267
| +6% | +$69.9K | 0.02% | 360 |
|
|
2024
Q4 | $1.4M | Sell |
4,736
-158
| -3% | -$46.7K | 0.02% | 351 |
|
|
2024
Q3 | $1.35M | Buy |
4,894
+97
| +2% | +$26.7K | 0.02% | 360 |
|
|
2024
Q2 | $1.19M | Buy |
4,797
+923
| +24% | +$228K | 0.02% | 356 |
|
|
2024
Q1 | $839K | Sell |
3,874
-193
| -5% | -$41.8K | 0.04% | 248 |
|
|
2023
Q4 | $990K | Sell |
4,067
-3,739
| -48% | -$910K | 0.05% | 224 |
|
|
2023
Q3 | $1.62M | Buy |
7,806
+3,922
| +101% | +$812K | 0.05% | 236 |
|
|
2023
Q2 | $795K | Buy |
3,884
+3,844
| +9,610% | +$787K | 0.05% | 229 |
|
|
2023
Q1 | $8.33K | Buy |
40
+15
| +60% | +$3.12K | ﹤0.01% | 972 |
|
|
2022
Q4 | $4.67K | Sell |
25
-171
| -87% | -$32K | ﹤0.01% | 992 |
|
|
2022
Q3 | $37K | Sell |
196
-60
| -23% | -$11.3K | ﹤0.01% | 661 |
|
|
2022
Q2 | $44K | Sell |
256
-270
| -51% | -$46.4K | ﹤0.01% | 642 |
|
|
2022
Q1 | $113K | Sell |
526
-1,004
| -66% | -$216K | 0.01% | 520 |
|
|
2021
Q4 | $430K | Buy |
1,530
+1,501
| +5,176% | +$422K | 0.03% | 274 |
|
|
2021
Q3 | $8K | Hold |
29
| – | – | ﹤0.01% | 964 |
|
|
2021
Q2 | $8K | Hold |
29
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $8K | Sell |
29
-32
| -52% | -$8.83K | ﹤0.01% | 808 |
|
|
2020
Q4 | $19K | Buy |
61
+4
| +7% | +$1.25K | ﹤0.01% | 637 |
|
|
2020
Q3 | $13K | Hold |
57
| – | – | ﹤0.01% | 631 |
|
|
2020
Q2 | $14K | Hold |
57
| – | – | ﹤0.01% | 561 |
|
|
2020
Q1 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 583 |
|