EverSource Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,543
+746
| +94% | +$231K | 0.02% | 473 |
|
|
2025
Q1 | $209K | Buy |
797
+294
| +58% | +$77K | 0.01% | 644 |
|
|
2024
Q4 | $149K | Buy |
503
+42
| +9% | +$12.4K | 0.01% | 770 |
|
|
2024
Q3 | $127K | Sell |
461
-100
| -18% | -$27.5K | 0.01% | 712 |
|
|
2024
Q2 | $139K | Sell |
561
-22
| -4% | -$5.45K | 0.01% | 685 |
|
|
2024
Q1 | $124K | Buy |
583
+4
| +0.7% | +$851 | 0.01% | 631 |
|
|
2023
Q4 | $141K | Buy |
579
+189
| +48% | +$46K | 0.01% | 523 |
|
|
2023
Q3 | $80.7K | Sell |
390
-33
| -8% | -$6.83K | 0.01% | 644 |
|
|
2023
Q2 | $86.6K | Buy |
423
+115
| +37% | +$23.5K | 0.01% | 629 |
|
|
2023
Q1 | $64.1K | Sell |
308
-6
| -2% | -$1.25K | 0.01% | 692 |
|
|
2022
Q4 | $58.7K | Buy |
314
+7
| +2% | +$1.31K | 0.01% | 702 |
|
|
2022
Q3 | $57K | Buy |
307
+184
| +150% | +$34.2K | 0.01% | 600 |
|
|
2022
Q2 | $21K | Buy |
123
+51
| +71% | +$8.71K | 0.01% | 813 |
|
|
2022
Q1 | $16K | Sell |
72
-29
| -29% | -$6.44K | ﹤0.01% | 779 |
|
|
2021
Q4 | $28K | Buy |
+101
| New | +$28K | 0.01% | 553 |
|