Drexel Morgan & Co’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,083
| Closed | -$577K | – | 75 |
|
2021
Q1 | $577K | Hold |
2,083
| – | – | 0.15% | 64 |
|
2020
Q4 | $636K | Hold |
2,083
| – | – | 0.17% | 57 |
|
2020
Q3 | $481K | Hold |
2,083
| – | – | 0.17% | 62 |
|
2020
Q2 | $498K | Hold |
2,083
| – | – | 0.19% | 59 |
|
2020
Q1 | $325K | Sell |
2,083
-525
| -20% | -$81.9K | 0.13% | 72 |
|
2019
Q4 | $478K | Hold |
2,608
| – | – | 0.36% | 58 |
|
2019
Q3 | $385K | Hold |
2,608
| – | – | 0.3% | 64 |
|
2019
Q2 | $425K | Sell |
2,608
-218
| -8% | -$35.5K | 0.33% | 62 |
|
2019
Q1 | $440K | Hold |
2,826
| – | – | 0.39% | 60 |
|
2018
Q4 | $363K | Hold |
2,826
| – | – | 0.36% | 63 |
|
2018
Q3 | $441K | Sell |
2,826
-822
| -23% | -$128K | 0.39% | 61 |
|
2018
Q2 | $478K | Hold |
3,648
| – | – | 0.48% | 57 |
|
2018
Q1 | $458K | Hold |
3,648
| – | – | 0.48% | 56 |
|
2017
Q4 | $382K | Hold |
3,648
| – | – | 0.37% | 62 |
|
2017
Q3 | $410K | Hold |
3,648
| – | – | 0.42% | 60 |
|
2017
Q2 | $368K | Hold |
3,648
| – | – | 0.38% | 62 |
|
2017
Q1 | $315K | Hold |
3,648
| – | – | 0.35% | 66 |
|
2016
Q4 | $270K | Sell |
3,648
-190
| -5% | -$14.1K | 0.32% | 72 |
|
2016
Q3 | $278K | Hold |
3,838
| – | – | 0.31% | 71 |
|
2016
Q2 | $208K | Hold |
3,838
| – | – | 0.24% | 86 |
|
2016
Q1 | $224K | Hold |
3,838
| – | – | 0.26% | 81 |
|
2015
Q4 | $234K | Buy |
+3,838
| New | +$234K | 0.26% | 83 |
|
2015
Q3 | – | Sell |
-4,063
| Closed | -$203K | – | 84 |
|
2015
Q2 | $203K | Sell |
4,063
-823
| -17% | -$41.1K | 0.24% | 87 |
|
2015
Q1 | $287K | Sell |
4,886
-772
| -14% | -$45.3K | 0.31% | 86 |
|
2014
Q4 | $340K | Hold |
5,658
| – | – | 0.38% | 69 |
|
2014
Q3 | $312K | Buy |
+5,658
| New | +$312K | 0.38% | 72 |
|