EFS
Essex Financial Services’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,227
+271
| +28% | +$83.9K | 0.02% | 480 |
|
|
2025
Q1 | $250K | Buy |
956
+73
| +8% | +$19.1K | 0.02% | 543 |
|
|
2024
Q4 | $261K | Sell |
883
-74
| -8% | -$21.9K | 0.02% | 522 |
|
|
2024
Q3 | $276K | Sell |
957
-135
| -12% | -$38.9K | 0.02% | 514 |
|
|
2024
Q2 | $261K | Buy |
1,092
+150
| +16% | +$35.9K | 0.02% | 520 |
|
|
2024
Q1 | $245K | Buy |
942
+40
| +4% | +$10.4K | 0.02% | 462 |
|
|
2023
Q4 | $220K | Buy |
+902
| New | +$220K | 0.02% | 464 |
|
|
2022
Q2 | – | Sell |
-1,413
| Closed | -$303K | – | 479 |
|
|
2022
Q1 | $303K | Buy |
1,413
+82
| +6% | +$17.6K | 0.03% | 370 |
|
|
2021
Q4 | $374K | Buy |
1,331
+62
| +5% | +$17.4K | 0.04% | 330 |
|
|
2021
Q3 | $362K | Buy |
1,269
+36
| +3% | +$10.3K | 0.04% | 314 |
|
|
2021
Q2 | $342K | Hold |
1,233
| – | – | 0.05% | 296 |
|
|
2021
Q1 | $342K | Buy |
1,233
+517
| +72% | +$143K | 0.06% | 241 |
|
|
2020
Q4 | $219K | Buy |
+716
| New | +$219K | 0.04% | 296 |
|