Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-116
| Closed | -$28.2K | – | 222 |
|
|
2023
Q4 | $28.2K | Hold |
116
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $24K | Hold |
116
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $23.7K | Hold |
116
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $24.1K | Hold |
116
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $21.7K | Hold |
116
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $22K | Hold |
116
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $20K | Buy |
116
+10
| +9% | +$1.92K | ﹤0.01% | 407 |
|
|
2022
Q1 | $23K | Sell |
106
-450
| -81% | -$104K | ﹤0.01% | 417 |
|
|
2021
Q4 | $156K | Hold |
556
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $159K | Sell |
556
-144
| -21% | -$44.1K | 0.03% | 197 |
|
|
2021
Q2 | $204K | Buy |
700
+50
| +8% | +$14.3K | 0.03% | 167 |
|
|
2021
Q1 | $180K | Hold |
650
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $198K | Buy |
650
+550
| +550% | +$145K | 0.04% | 156 |
|
|
2020
Q3 | $23K | Hold |
100
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $24K | Hold |
100
| – | – | 0.01% | 385 |
|
|
2020
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 400 |
|
|
2019
Q4 | $18K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2019
Q2 | $16K | Buy |
+100
| New | +$16.8K | ﹤0.01% | 447 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 695 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 649 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$13.2K | – | 643 |
|
|
2018
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2017
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 469 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2015
Q1 | $6K | Buy |
+100
| New | +$5.92K | ﹤0.01% | 491 |
|
Other funds holding ADSK
