EWM
Evermay Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
126
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $33K | Hold |
126
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $37.2K | Sell |
126
-3
| -2% | -$887 | 0.01% | 341 |
|
|
2024
Q3 | $35.5K | Hold |
129
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $31.9K | Sell |
129
-8
| -6% | -$1.98K | 0.01% | 377 |
|
|
2024
Q1 | $35.7K | Sell |
137
-2
| -1% | -$521 | 0.01% | 376 |
|
|
2023
Q4 | $33.8K | Sell |
139
-4
| -3% | -$974 | 0.01% | 357 |
|
|
2023
Q3 | $29.6K | Sell |
143
-7
| -5% | -$1.45K | 0.01% | 348 |
|
|
2023
Q2 | $30.7K | Sell |
150
-6
| -4% | -$1.23K | 0.01% | 350 |
|
|
2023
Q1 | $32.5K | Sell |
156
-19
| -11% | -$3.96K | 0.01% | 336 |
|
|
2022
Q4 | $32.7K | Sell |
175
-17
| -9% | -$3.18K | 0.01% | 329 |
|
|
2022
Q3 | $36K | Hold |
192
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $33K | Sell |
192
-11
| -5% | -$1.89K | 0.01% | 307 |
|
|
2022
Q1 | $44K | Buy |
203
+9
| +5% | +$1.95K | 0.01% | 307 |
|
|
2021
Q4 | $55K | Sell |
194
-5
| -3% | -$1.42K | 0.01% | 263 |
|
|
2021
Q3 | $57K | Sell |
199
-6
| -3% | -$1.72K | 0.01% | 252 |
|
|
2021
Q2 | $60K | Buy |
+205
| New | +$60K | 0.01% | 266 |
|