Creative Planning’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
44,743
-3,456
| -7% | -$1.07M | 0.01% | 426 |
|
|
2025
Q1 | $12.6M | Buy |
48,199
+3,762
| +8% | +$985K | 0.01% | 423 |
|
|
2024
Q4 | $13.1M | Buy |
44,437
+4,407
| +11% | +$1.3M | 0.01% | 380 |
|
|
2024
Q3 | $11M | Buy |
40,030
+2,371
| +6% | +$653K | 0.01% | 412 |
|
|
2024
Q2 | $9.32M | Buy |
37,659
+1,900
| +5% | +$470K | 0.01% | 434 |
|
|
2024
Q1 | $9.31M | Buy |
35,759
+2,615
| +8% | +$681K | 0.01% | 424 |
|
|
2023
Q4 | $8.07M | Buy |
33,144
+6,644
| +25% | +$1.62M | 0.02% | 431 |
|
|
2023
Q3 | $5.48M | Buy |
26,500
+7,845
| +42% | +$1.62M | 0.01% | 502 |
|
|
2023
Q2 | $3.82M | Buy |
18,655
+1,058
| +6% | +$216K | 0.01% | 597 |
|
|
2023
Q1 | $3.66M | Buy |
17,597
+936
| +6% | +$195K | 0.01% | 579 |
|
|
2022
Q4 | $3.11M | Buy |
16,661
+5,523
| +50% | +$1.03M | ﹤0.01% | 602 |
|
|
2022
Q3 | $2.08M | Sell |
11,138
-3,911
| -26% | -$731K | ﹤0.01% | 687 |
|
|
2022
Q2 | $2.59M | Buy |
15,049
+4,149
| +38% | +$714K | ﹤0.01% | 628 |
|
|
2022
Q1 | $2.34M | Sell |
10,900
-135
| -1% | -$28.9K | ﹤0.01% | 667 |
|
|
2021
Q4 | $3.1M | Sell |
11,035
-110
| -1% | -$30.9K | 0.01% | 559 |
|
|
2021
Q3 | $3.18M | Buy |
11,145
+778
| +8% | +$222K | 0.01% | 549 |
|
|
2021
Q2 | $3.03M | Sell |
10,367
-186
| -2% | -$54.3K | 0.01% | 543 |
|
|
2021
Q1 | $2.93M | Buy |
10,553
+561
| +6% | +$155K | 0.01% | 562 |
|
|
2020
Q4 | $3.05M | Sell |
9,992
-1,117
| -10% | -$341K | 0.01% | 504 |
|
|
2020
Q3 | $2.57M | Buy |
11,109
+452
| +4% | +$104K | 0.01% | 472 |
|
|
2020
Q2 | $2.55M | Sell |
10,657
-1,225
| -10% | -$293K | 0.01% | 417 |
|
|
2020
Q1 | $1.86M | Sell |
11,882
-1,091
| -8% | -$170K | 0.01% | 451 |
|
|
2019
Q4 | $2.38M | Buy |
12,973
+418
| +3% | +$76.7K | 0.01% | 461 |
|
|
2019
Q3 | $1.85M | Buy |
12,555
+137
| +1% | +$20.2K | 0.01% | 513 |
|
|
2019
Q2 | $2.02M | Buy |
12,418
+566
| +5% | +$92.2K | 0.01% | 490 |
|
|
2019
Q1 | $1.85M | Buy |
11,852
+45
| +0.4% | +$7.01K | 0.01% | 489 |
|
|
2018
Q4 | $1.52M | Buy |
11,807
+194
| +2% | +$25K | 0.01% | 497 |
|
|
2018
Q3 | $1.81M | Buy |
11,613
+499
| +4% | +$77.9K | 0.01% | 505 |
|
|
2018
Q2 | $1.46M | Buy |
11,114
+618
| +6% | +$81K | 0.01% | 560 |
|
|
2018
Q1 | $1.32M | Sell |
10,496
-359
| -3% | -$45.1K | 0.01% | 588 |
|
|
2017
Q4 | $1.14M | Buy |
10,855
+1,351
| +14% | +$142K | ﹤0.01% | 657 |
|
|
2017
Q3 | $1.07M | Buy |
9,504
+3,725
| +64% | +$418K | 0.01% | 683 |
|
|
2017
Q2 | $583K | Sell |
5,779
-329
| -5% | -$33.2K | ﹤0.01% | 936 |
|
|
2017
Q1 | $528K | Buy |
6,108
+968
| +19% | +$83.7K | ﹤0.01% | 951 |
|
|
2016
Q4 | $380K | Buy |
5,140
+1,068
| +26% | +$79K | ﹤0.01% | 1056 |
|
|
2016
Q3 | $295K | Buy |
4,072
+979
| +32% | +$70.9K | ﹤0.01% | 1184 |
|
|
2016
Q2 | $167K | Buy |
3,093
+341
| +12% | +$18.4K | ﹤0.01% | 1336 |
|
|
2016
Q1 | $160K | Buy |
2,752
+736
| +37% | +$42.8K | ﹤0.01% | 1326 |
|
|
2015
Q4 | $123K | Sell |
2,016
-487
| -19% | -$29.7K | ﹤0.01% | 1494 |
|
|
2015
Q3 | $110K | Buy |
+2,503
| New | +$110K | ﹤0.01% | 1529 |
|
|
2015
Q2 | – | Sell |
-1,803
| Closed | -$106K | – | 1089 |
|
|
2015
Q1 | $106K | Sell |
1,803
-235
| -12% | -$13.8K | ﹤0.01% | 1535 |
|
|
2014
Q4 | $122K | Buy |
2,038
+718
| +54% | +$43K | ﹤0.01% | 1427 |
|
|
2014
Q3 | $73K | Sell |
1,320
-86
| -6% | -$4.76K | ﹤0.01% | 1658 |
|
|
2014
Q2 | $79K | Buy |
1,406
+515
| +58% | +$28.9K | ﹤0.01% | 1562 |
|
|
2014
Q1 | $44K | Buy |
891
+28
| +3% | +$1.38K | ﹤0.01% | 1864 |
|
|
2013
Q4 | $43K | Buy |
863
+463
| +116% | +$23.1K | ﹤0.01% | 1708 |
|
|
2013
Q3 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 2204 |
|