Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $934K | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $540K | Sell |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $334K | Hold |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $221K | Hold |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $182K | Sell |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $158K | Buy |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $11K | Buy |
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