Equitable Trust’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
1,810
-96
| -5% | -$29.7K | 0.03% | 299 |
|
|
2025
Q1 | $499K | Sell |
1,906
-1,785
| -48% | -$467K | 0.03% | 308 |
|
|
2024
Q4 | $1.09M | Buy |
3,691
+803
| +28% | +$237K | 0.06% | 210 |
|
|
2024
Q3 | $796K | Sell |
2,888
-402
| -12% | -$111K | 0.05% | 236 |
|
|
2024
Q2 | $814K | Sell |
3,290
-2,602
| -44% | -$644K | 0.06% | 224 |
|
|
2024
Q1 | $1.53M | Buy |
5,892
+11
| +0.2% | +$2.87K | 0.11% | 148 |
|
|
2023
Q4 | $1.43M | Sell |
5,881
-186
| -3% | -$45.3K | 0.11% | 144 |
|
|
2023
Q3 | $1.26M | Sell |
6,067
-651
| -10% | -$135K | 0.1% | 148 |
|
|
2023
Q2 | $1.37M | Sell |
6,718
-969
| -13% | -$198K | 0.11% | 145 |
|
|
2023
Q1 | $1.6M | Sell |
7,687
-7,427
| -49% | -$1.55M | 0.13% | 138 |
|
|
2022
Q4 | $2.82M | Sell |
15,114
-10,712
| -41% | -$2M | 0.22% | 94 |
|
|
2022
Q3 | $4.82M | Sell |
25,826
-2,061
| -7% | -$385K | 0.4% | 56 |
|
|
2022
Q2 | $4.8M | Buy |
27,887
+547
| +2% | +$94.1K | 0.36% | 62 |
|
|
2022
Q1 | $5.86M | Buy |
27,340
+3,013
| +12% | +$646K | 0.38% | 61 |
|
|
2021
Q4 | $6.84M | Buy |
24,327
+3,351
| +16% | +$942K | 0.42% | 61 |
|
|
2021
Q3 | $5.98M | Sell |
20,976
-1,400
| -6% | -$399K | 0.38% | 66 |
|
|
2021
Q2 | $6.53M | Sell |
22,376
-2,504
| -10% | -$731K | 0.42% | 59 |
|
|
2021
Q1 | $6.9M | Sell |
24,880
-7,435
| -23% | -$2.06M | 0.51% | 53 |
|
|
2020
Q4 | $9.87M | Sell |
32,315
-735
| -2% | -$224K | 0.73% | 40 |
|
|
2020
Q3 | $7.63M | Sell |
33,050
-723
| -2% | -$167K | 0.65% | 45 |
|
|
2020
Q2 | $8.08M | Buy |
33,773
+9,467
| +39% | +$2.26M | 0.74% | 39 |
|
|
2020
Q1 | $3.79M | Buy |
24,306
+22,476
| +1,228% | +$3.51M | 0.42% | 70 |
|
|
2019
Q4 | $336K | Buy |
1,830
+202
| +12% | +$37.1K | 0.03% | 236 |
|
|
2019
Q3 | $240K | Buy |
+1,628
| New | +$240K | 0.03% | 257 |
|