Dakota Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,360
| Closed | -$354K | – | 713 |
|
|
2024
Q1 | $354K | Buy |
1,360
+35
| +3% | +$9.12K | 0.01% | 550 |
|
|
2023
Q4 | $323K | Buy |
1,325
+161
| +14% | +$39.2K | 0.01% | 499 |
|
|
2023
Q3 | $241K | Sell |
1,164
-2,733
| -70% | -$565K | 0.01% | 537 |
|
|
2023
Q2 | $797K | Sell |
3,897
-533
| -12% | -$109K | 0.04% | 286 |
|
|
2023
Q1 | $922K | Buy |
4,430
+58
| +1% | +$12.1K | 0.06% | 244 |
|
|
2022
Q4 | $817K | Buy |
4,372
+297
| +7% | +$55.5K | 0.06% | 252 |
|
|
2022
Q3 | $761K | Buy |
4,075
+317
| +8% | +$59.2K | 0.06% | 251 |
|
|
2022
Q2 | $646K | Buy |
3,758
+1,843
| +96% | +$317K | 0.06% | 241 |
|
|
2022
Q1 | $411K | Buy |
1,915
+292
| +18% | +$62.7K | 0.03% | 318 |
|
|
2021
Q4 | $456K | Sell |
1,623
-44
| -3% | -$12.4K | 0.05% | 247 |
|
|
2021
Q3 | $475K | Buy |
1,667
+618
| +59% | +$176K | 0.05% | 232 |
|
|
2021
Q2 | $306K | Sell |
1,049
-3
| -0.3% | -$875 | 0.04% | 276 |
|
|
2021
Q1 | $292K | Sell |
1,052
-222
| -17% | -$61.6K | 0.04% | 256 |
|
|
2020
Q4 | $389K | Sell |
1,274
-13
| -1% | -$3.97K | 0.05% | 225 |
|
|
2020
Q3 | $297K | Sell |
1,287
-6
| -0.5% | -$1.39K | 0.05% | 223 |
|
|
2020
Q2 | $309K | Buy |
+1,293
| New | +$309K | 0.05% | 209 |
|