EWM
Evercore Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
866
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $227K | Sell |
866
-77
| -8% | -$20.2K | ﹤0.01% | 376 |
|
|
2024
Q4 | $279K | Hold |
943
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $260K | Hold |
943
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $233K | Sell |
943
-115
| -11% | -$28.5K | ﹤0.01% | 372 |
|
|
2024
Q1 | $276K | Sell |
1,058
-116
| -10% | -$30.2K | ﹤0.01% | 358 |
|
|
2023
Q4 | $286K | Buy |
1,174
+114
| +11% | +$27.8K | ﹤0.01% | 353 |
|
|
2023
Q3 | $219K | Hold |
1,060
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $217K | Hold |
1,060
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $221K | Buy |
+1,060
| New | +$221K | ﹤0.01% | 372 |
|
|
2022
Q2 | – | Sell |
-1,008
| Closed | -$216K | – | 393 |
|
|
2022
Q1 | $216K | Sell |
1,008
-88
| -8% | -$18.9K | ﹤0.01% | 406 |
|
|
2021
Q4 | $309K | Buy |
1,096
+36
| +3% | +$10.2K | 0.01% | 352 |
|
|
2021
Q3 | $302K | Sell |
1,060
-19
| -2% | -$5.41K | 0.01% | 361 |
|
|
2021
Q2 | $315K | Buy |
1,079
+169
| +19% | +$49.3K | 0.01% | 359 |
|
|
2021
Q1 | $252K | Sell |
910
-23
| -2% | -$6.37K | 0.01% | 393 |
|
|
2020
Q4 | $285K | Buy |
933
+29
| +3% | +$8.86K | 0.01% | 365 |
|
|
2020
Q3 | $209K | Buy |
904
+43
| +5% | +$9.94K | 0.01% | 360 |
|
|
2020
Q2 | $206K | Buy |
+861
| New | +$206K | 0.01% | 360 |
|
|
2018
Q1 | – | Sell |
-700
| Closed | -$73K | – | 357 |
|
|
2017
Q4 | $73K | Sell |
700
-100
| -13% | -$10.4K | ﹤0.01% | 518 |
|
|
2017
Q3 | $90K | Hold |
800
| – | – | ﹤0.01% | 480 |
|
|
2017
Q2 | $81K | Hold |
800
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $69K | Buy |
800
+240
| +43% | +$20.7K | ﹤0.01% | 544 |
|
|
2016
Q4 | $41K | Buy |
560
+16
| +3% | +$1.17K | ﹤0.01% | 639 |
|
|
2016
Q3 | $39K | Hold |
544
| – | – | ﹤0.01% | 648 |
|
|
2016
Q2 | $29K | Hold |
544
| – | – | ﹤0.01% | 691 |
|
|
2016
Q1 | $32K | Sell |
544
-118
| -18% | -$6.94K | ﹤0.01% | 647 |
|
|
2015
Q4 | $40K | Buy |
662
+118
| +22% | +$7.13K | ﹤0.01% | 631 |
|
|
2015
Q3 | $24K | Hold |
544
| – | – | ﹤0.01% | 703 |
|
|
2015
Q2 | $27K | Hold |
544
| – | – | ﹤0.01% | 732 |
|
|
2015
Q1 | $32K | Hold |
544
| – | – | ﹤0.01% | 694 |
|
|
2014
Q4 | $33K | Hold |
544
| – | – | ﹤0.01% | 596 |
|
|
2014
Q3 | $30K | Hold |
544
| – | – | ﹤0.01% | 677 |
|
|
2014
Q2 | $31K | Hold |
544
| – | – | ﹤0.01% | 671 |
|
|
2014
Q1 | $27K | Hold |
544
| – | – | ﹤0.01% | 698 |
|
|
2013
Q4 | $27K | Hold |
544
| – | – | ﹤0.01% | 641 |
|
|
2013
Q3 | $22K | Hold |
544
| – | – | ﹤0.01% | 669 |
|
|
2013
Q2 | $18K | Buy |
+544
| New | +$18K | ﹤0.01% | 673 |
|