EWM
Elite Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,338
| Closed | -$3.47M | – | 45 |
|
|
2024
Q1 | $3.47M | Buy |
13,338
+1,333
| +11% | +$347K | 0.12% | 20 |
|
|
2023
Q4 | $2.92M | Sell |
12,005
-354
| -3% | -$86.2K | 0.18% | 19 |
|
|
2023
Q3 | $2.56M | Buy |
12,359
+1,498
| +14% | +$310K | 0.19% | 21 |
|
|
2023
Q2 | $2.22M | Buy |
10,861
+2,690
| +33% | +$550K | 0.17% | 23 |
|
|
2023
Q1 | $1.7M | Sell |
8,171
-139
| -2% | -$28.9K | 0.1% | 22 |
|
|
2022
Q4 | $1.55M | Sell |
8,310
-116
| -1% | -$21.7K | 0.14% | 19 |
|
|
2022
Q3 | $1.57M | Sell |
8,426
-1,895
| -18% | -$354K | 0.14% | 16 |
|
|
2022
Q2 | $1.78M | Sell |
10,321
-375
| -4% | -$64.5K | 0.27% | 18 |
|
|
2022
Q1 | $2.29M | Sell |
10,696
-550
| -5% | -$118K | 0.37% | 14 |
|
|
2021
Q4 | $3.16M | Sell |
11,246
-562
| -5% | -$158K | 0.45% | 14 |
|
|
2021
Q3 | $3.37M | Buy |
11,808
+751
| +7% | +$214K | 0.64% | 13 |
|
|
2021
Q2 | $3.23K | Buy |
11,057
+1,020
| +10% | +$298 | 0.29% | 14 |
|
|
2021
Q1 | $2.78K | Buy |
10,037
+2,103
| +27% | +$583 | 0.36% | 15 |
|
|
2020
Q4 | $2.42M | Buy |
7,934
+38
| +0.5% | +$11.6K | 0.31% | 13 |
|
|
2020
Q3 | $1.82M | Buy |
7,896
+304
| +4% | +$70.2K | 0.25% | 15 |
|
|
2020
Q2 | $1.82M | Buy |
7,592
+70
| +0.9% | +$16.7K | 0.53% | 15 |
|
|
2020
Q1 | $1.17M | Buy |
+7,522
| New | +$1.17M | 0.92% | 17 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 219 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 75 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 283 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 311 |
|