Evercore Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $73K | Sell |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $81K | Hold |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $41K | Buy |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $32K | Sell |
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|
2015
Q4 | $40K | Buy |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $27K | Hold |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $33K | Hold |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $31K | Hold |
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|
2014
Q1 | $27K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $18K | Buy |
|