CPC
Consolidated Planning Corp’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,054
| Closed | -$312K | – | 183 |
|
|
2024
Q4 | $312K | Hold |
1,054
| – | – | 0.04% | 161 |
|
|
2024
Q3 | $290K | Hold |
1,054
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $261K | Hold |
1,054
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $274K | Sell |
1,054
-466
| -31% | -$121K | 0.05% | 149 |
|
|
2023
Q4 | $370K | Hold |
1,520
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $315K | Sell |
1,520
-42
| -3% | -$8.69K | 0.07% | 121 |
|
|
2023
Q2 | $320K | Sell |
1,562
-38
| -2% | -$7.78K | 0.07% | 133 |
|
|
2023
Q1 | $333K | Hold |
1,600
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $299K | Hold |
1,600
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $299K | Hold |
1,600
| – | – | 0.09% | 93 |
|
|
2022
Q2 | $275K | Buy |
1,600
+545
| +52% | +$93.7K | 0.09% | 101 |
|
|
2022
Q1 | $226K | Hold |
1,055
| – | – | 0.16% | 56 |
|
|
2021
Q4 | $297K | Hold |
1,055
| – | – | 0.19% | 46 |
|
|
2021
Q3 | $301K | Hold |
1,055
| – | – | 0.2% | 44 |
|
|
2021
Q2 | $307K | Hold |
1,055
| – | – | 0.23% | 42 |
|
|
2021
Q1 | $292K | Hold |
1,055
| – | – | 0.19% | 42 |
|
|
2020
Q4 | $322K | Hold |
1,055
| – | – | 0.21% | 38 |
|
|
2020
Q3 | $243K | Hold |
1,055
| – | – | 0.18% | 38 |
|
|
2020
Q2 | $252K | Buy |
+1,055
| New | +$252K | 0.25% | 34 |
|