Focused Wealth Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-116	Closed	-$28.2K	–	192
2023 Q4	$28.2K	Hold	116	–	–	﹤0.01%	387
2023 Q3	$24K	Hold	116	–	–	﹤0.01%	396
2023 Q2	$23.7K	Hold	116	–	–	﹤0.01%	411
2023 Q1	$24.1K	Hold	116	–	–	﹤0.01%	411
2022 Q4	$21.7K	Hold	116	–	–	﹤0.01%	415
2022 Q3	$22K	Hold	116	–	–	﹤0.01%	374
2022 Q2	$20K	Buy	116 +10	+9%	+$1.72K	﹤0.01%	401
2022 Q1	$23K	Sell	106 -450	-81%	-$97.6K	﹤0.01%	407
2021 Q4	$156K	Hold	556	–	–	0.02%	212
2021 Q3	$159K	Sell	556 -144	-21%	-$41.2K	0.03%	195
2021 Q2	$204K	Buy	700 +50	+8%	+$14.6K	0.03%	167
2021 Q1	$180K	Hold	650	–	–	0.03%	177
2020 Q4	$198K	Buy	650 +550	+550%	+$168K	0.04%	156
2020 Q3	$23K	Hold	100	–	–	0.01%	388
2020 Q2	$24K	Hold	100	–	–	0.01%	376
2020 Q1	$16K	Hold	100	–	–	﹤0.01%	393
2019 Q4	$18K	Hold	100	–	–	﹤0.01%	412
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	418
2019 Q2	$16K	Buy	+100	New	+$16K	﹤0.01%	433
2019 Q1	–	Hold	0	–	–	–	663
2018 Q3	–	Hold	0	–	–	–	618
2018 Q2	–	Sell	-100	Closed	-$13K	–	622
2018 Q1	$13K	Hold	100	–	–	﹤0.01%	427
2017 Q4	$10K	Hold	100	–	–	﹤0.01%	456
2017 Q3	$11K	Hold	100	–	–	﹤0.01%	404
2017 Q2	$10K	Hold	100	–	–	﹤0.01%	457
2017 Q1	$9K	Hold	100	–	–	﹤0.01%	462
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	497
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	483
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	514
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	452
2015 Q4	$6K	Hold	100	–	–	﹤0.01%	474
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	507
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	496
2015 Q1	$6K	Buy	+100	New	+$6K	﹤0.01%	487