EP Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Buy |
2,974
+68
| +2% | +$21.1K | 0.01% | 579 |
|
|
2025
Q1 | $761K | Buy |
2,906
+160
| +6% | +$41.9K | 0.01% | 567 |
|
|
2024
Q4 | $812K | Sell |
2,746
-141
| -5% | -$41.7K | 0.01% | 562 |
|
|
2024
Q3 | $795K | Buy |
2,887
+534
| +23% | +$147K | 0.01% | 553 |
|
|
2024
Q2 | $582K | Buy |
2,353
+1,576
| +203% | +$390K | 0.01% | 500 |
|
|
2024
Q1 | $202K | Buy |
+777
| New | +$202K | ﹤0.01% | 735 |
|
|
2023
Q4 | – | Sell |
-1,048
| Closed | -$217K | – | 815 |
|
|
2023
Q3 | $217K | Sell |
1,048
-13,400
| -93% | -$2.77M | ﹤0.01% | 647 |
|
|
2023
Q2 | $214K | Buy |
14,448
+13,424
| +1,311% | +$198K | ﹤0.01% | 644 |
|
|
2023
Q1 | $213K | Sell |
1,024
-199
| -16% | -$41.4K | ﹤0.01% | 561 |
|
|
2022
Q4 | $229K | Buy |
+1,223
| New | +$229K | ﹤0.01% | 519 |
|
|
2022
Q3 | – | Sell |
-4,294
| Closed | -$738K | – | 348 |
|
|
2022
Q2 | $738K | Buy |
4,294
+2,393
| +126% | +$411K | 0.02% | 306 |
|
|
2022
Q1 | $407K | Buy |
1,901
+535
| +39% | +$115K | 0.01% | 427 |
|
|
2021
Q4 | $384K | Sell |
1,366
-32
| -2% | -$9K | 0.01% | 412 |
|
|
2021
Q3 | $399K | Sell |
1,398
-10
| -0.7% | -$2.85K | 0.01% | 375 |
|
|
2021
Q2 | $411K | Buy |
1,408
+72
| +5% | +$21K | 0.01% | 375 |
|
|
2021
Q1 | $370K | Buy |
1,336
+175
| +15% | +$48.5K | 0.01% | 369 |
|
|
2020
Q4 | $354K | Buy |
1,161
+11
| +1% | +$3.35K | 0.01% | 324 |
|
|
2020
Q3 | $266K | Buy |
+1,150
| New | +$266K | 0.01% | 306 |
|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$277K | – | 364 |
|
|
2019
Q4 | $277K | Sell |
1,510
-3
| -0.2% | -$550 | 0.01% | 342 |
|
|
2019
Q3 | $223K | Buy |
+1,513
| New | +$223K | 0.01% | 326 |
|
|
2019
Q2 | – | Sell |
-2,343
| Closed | -$365K | – | 312 |
|
|
2019
Q1 | $365K | Buy |
+2,343
| New | +$365K | 0.04% | 184 |
|
|
2016
Q4 | – | Sell |
-3,520
| Closed | -$255K | – | 142 |
|
|
2016
Q3 | $255K | Buy |
+3,520
| New | +$255K | 0.04% | 115 |
|
|
2016
Q2 | – | Sell |
-3,520
| Closed | -$205K | – | 130 |
|
|
2016
Q1 | $205K | Sell |
3,520
-69
| -2% | -$4.02K | 0.03% | 129 |
|
|
2015
Q4 | $219K | Buy |
+3,589
| New | +$219K | 0.04% | 137 |
|
|
2015
Q2 | – | Sell |
-3,700
| Closed | -$217K | – | 123 |
|
|
2015
Q1 | $217K | Hold |
3,700
| – | – | 0.04% | 118 |
|
|
2014
Q4 | $222K | Buy |
+3,700
| New | +$222K | 0.04% | 124 |
|