Concourse Financial Group Securities’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-672
| Closed | -$203K | – | 113 |
|
|
2024
Q4 | $203K | Sell |
672
-38
| -5% | -$11.5K | 0.01% | 718 |
|
|
2024
Q3 | $196K | Buy |
710
+12
| +2% | +$3.31K | 0.01% | 722 |
|
|
2024
Q2 | $173K | Buy |
698
+135
| +24% | +$33.4K | 0.01% | 735 |
|
|
2024
Q1 | $147K | Sell |
563
-133
| -19% | -$34.6K | 0.01% | 790 |
|
|
2023
Q4 | $169K | Buy |
696
+164
| +31% | +$39.9K | 0.01% | 707 |
|
|
2023
Q3 | $110K | Buy |
532
+21
| +4% | +$4.35K | 0.01% | 830 |
|
|
2023
Q2 | $105K | Sell |
511
-163
| -24% | -$33.4K | 0.01% | 863 |
|
|
2023
Q1 | $140K | Buy |
674
+42
| +7% | +$8.74K | 0.01% | 758 |
|
|
2022
Q4 | $118K | Buy |
632
+10
| +2% | +$1.87K | 0.01% | 778 |
|
|
2022
Q3 | $116K | Buy |
622
+63
| +11% | +$11.7K | 0.01% | 676 |
|
|
2022
Q2 | $96K | Sell |
559
-158
| -22% | -$27.1K | 0.01% | 824 |
|
|
2022
Q1 | $154K | Sell |
717
-2,541
| -78% | -$546K | 0.01% | 721 |
|
|
2021
Q4 | $916K | Buy |
3,258
+586
| +22% | +$165K | 0.05% | 349 |
|
|
2021
Q3 | $762K | Buy |
2,672
+280
| +12% | +$79.9K | 0.05% | 383 |
|
|
2021
Q2 | $698K | Buy |
2,392
+137
| +6% | +$40K | 0.04% | 392 |
|
|
2021
Q1 | $625K | Buy |
2,255
+91
| +4% | +$25.2K | 0.04% | 376 |
|
|
2020
Q4 | $661K | Sell |
2,164
-763
| -26% | -$233K | 0.05% | 327 |
|
|
2020
Q3 | $676K | Buy |
2,927
+240
| +9% | +$55.4K | 0.06% | 274 |
|
|
2020
Q2 | $643K | Buy |
2,687
+776
| +41% | +$186K | 0.06% | 250 |
|
|
2020
Q1 | $298K | Buy |
+1,911
| New | +$298K | 0.03% | 365 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2091 |
|
|
2019
Q3 | – | Sell |
-47
| Closed | -$8K | – | 1785 |
|
|
2019
Q2 | $8K | Sell |
47
-146
| -76% | -$24.9K | ﹤0.01% | 1546 |
|
|
2019
Q1 | $30K | Buy |
193
+47
| +32% | +$7.31K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $18K | Buy |
146
+39
| +36% | +$4.81K | ﹤0.01% | 1191 |
|
|
2018
Q3 | $17K | Buy |
+107
| New | +$17K | ﹤0.01% | 907 |
|