Congress Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
12,253
+211
| +2% | +$65.3K | 0.04% | 437 |
|
|
2025
Q1 | $3.15M | Buy |
12,042
+4,675
| +63% | +$1.22M | 0.04% | 400 |
|
|
2024
Q4 | $2.18M | Sell |
7,367
-672
| -8% | -$199K | 0.03% | 400 |
|
|
2024
Q3 | $2.21M | Sell |
8,039
-419
| -5% | -$115K | 0.03% | 406 |
|
|
2024
Q2 | $2.09M | Sell |
8,458
-3,464
| -29% | -$857K | 0.03% | 351 |
|
|
2024
Q1 | $3.1M | Buy |
11,922
+361
| +3% | +$94K | 0.05% | 271 |
|
|
2023
Q4 | $2.82M | Sell |
11,561
-471
| -4% | -$115K | 0.05% | 280 |
|
|
2023
Q3 | $2.49M | Sell |
12,032
-685
| -5% | -$142K | 0.05% | 275 |
|
|
2023
Q2 | $2.6M | Sell |
12,717
-495
| -4% | -$101K | 0.06% | 238 |
|
|
2023
Q1 | $2.75M | Sell |
13,212
-1,803
| -12% | -$375K | 0.07% | 242 |
|
|
2022
Q4 | $2.81M | Sell |
15,015
-1,590
| -10% | -$297K | 0.07% | 231 |
|
|
2022
Q3 | $3.1M | Sell |
16,605
-5,568
| -25% | -$1.04M | 0.08% | 226 |
|
|
2022
Q2 | $3.81M | Sell |
22,173
-4,151
| -16% | -$714K | 0.1% | 214 |
|
|
2022
Q1 | $5.64M | Buy |
26,324
+101
| +0.4% | +$21.6K | 0.12% | 191 |
|
|
2021
Q4 | $7.37M | Buy |
+26,223
| New | +$7.37M | 0.15% | 182 |
|