First Foundation Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-123
| Closed | -$30.4K | – | 357 |
|
|
2024
Q2 | $30.4K | Hold |
123
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $32K | Hold |
123
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $29.9K | Sell |
123
-1,464
| -92% | -$356K | ﹤0.01% | 420 |
|
|
2023
Q3 | $328K | Buy |
1,587
+119
| +8% | +$24.6K | 0.02% | 306 |
|
|
2023
Q2 | $300K | Buy |
1,468
+77
| +6% | +$15.8K | 0.01% | 316 |
|
|
2023
Q1 | $290K | Buy |
1,391
+308
| +28% | +$64.1K | 0.01% | 299 |
|
|
2022
Q4 | $202K | Sell |
1,083
-152
| -12% | -$28.4K | 0.01% | 370 |
|
|
2022
Q3 | $231K | Sell |
1,235
-22
| -2% | -$4.12K | 0.01% | 327 |
|
|
2022
Q2 | $216K | Sell |
1,257
-1,769
| -58% | -$304K | 0.01% | 366 |
|
|
2022
Q1 | $649K | Buy |
3,026
+87
| +3% | +$18.7K | 0.02% | 235 |
|
|
2021
Q4 | $826K | Buy |
2,939
+128
| +5% | +$36K | 0.03% | 217 |
|
|
2021
Q3 | $802K | Buy |
2,811
+370
| +15% | +$106K | 0.03% | 219 |
|
|
2021
Q2 | $713K | Buy |
2,441
+372
| +18% | +$109K | 0.03% | 243 |
|
|
2021
Q1 | $573K | Buy |
2,069
+350
| +20% | +$96.9K | 0.02% | 252 |
|
|
2020
Q4 | $525K | Buy |
+1,719
| New | +$525K | 0.02% | 256 |
|
|
2019
Q1 | – | Sell |
-4,210
| Closed | -$541K | – | 331 |
|
|
2018
Q4 | $541K | Buy |
+4,210
| New | +$541K | 0.03% | 242 |
|