Concord Wealth 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 | $29.7K | Hold |
96
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $25.1K | Sell |
96
-7
| -7% | -$1.83K | ﹤0.01% | 409 |
|
|
2024
Q4 | $30.4K | Hold |
103
| – | – | 0.01% | 400 |
|
|
2024
Q3 | $28.4K | Buy |
+103
| New | +$28.4K | ﹤0.01% | 420 |
|
|
2024
Q2 | – | Sell |
-96
| Closed | -$25K | – | 841 |
|
|
2024
Q1 | $25K | Buy |
+96
| New | +$25K | ﹤0.01% | 458 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$8.69K | – | 807 |
|
|
2023
Q3 | $8.69K | Hold |
42
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $8.59K | Hold |
42
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $8.74K | Hold |
42
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $7.85K | Buy |
+42
| New | +$7.85K | ﹤0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$8K | – | 167 |
|
|
2022
Q2 | $8K | Sell |
44
-44
| -50% | -$8K | ﹤0.01% | 720 |
|
|
2022
Q1 | $19K | Buy |
88
+48
| +120% | +$10.4K | ﹤0.01% | 637 |
|
|
2021
Q4 | $11K | Buy |
40
+36
| +900% | +$9.9K | ﹤0.01% | 751 |
|
|
2021
Q3 | $1K | Sell |
4
-30
| -88% | -$7.5K | ﹤0.01% | 799 |
|
|
2021
Q2 | $10K | Buy |
34
+3
| +10% | +$882 | ﹤0.01% | 619 |
|
|
2021
Q1 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 590 |
|