Geneos Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,307
-2,479
| -43% | -$767K | 0.03% | 529 |
|
|
2025
Q1 | $1.51M | Buy |
5,786
+3,493
| +152% | +$914K | 0.02% | 554 |
|
|
2024
Q4 | $678K | Buy |
2,293
+4
| +0.2% | +$1.18K | 0.02% | 505 |
|
|
2024
Q3 | $631K | Sell |
2,289
-880
| -28% | -$242K | 0.02% | 501 |
|
|
2024
Q2 | $784K | Buy |
3,169
+411
| +15% | +$102K | 0.03% | 400 |
|
|
2024
Q1 | $718K | Buy |
2,758
+293
| +12% | +$76.3K | 0.03% | 414 |
|
|
2023
Q4 | $600K | Buy |
2,465
+147
| +6% | +$35.8K | 0.03% | 429 |
|
|
2023
Q3 | $480K | Buy |
2,318
+216
| +10% | +$44.7K | 0.02% | 477 |
|
|
2023
Q2 | $430K | Buy |
2,102
+921
| +78% | +$188K | 0.02% | 489 |
|
|
2023
Q1 | $246K | Sell |
1,181
-298
| -20% | -$62K | 0.01% | 599 |
|
|
2022
Q4 | $276K | Sell |
1,479
-157
| -10% | -$29.3K | 0.02% | 559 |
|
|
2022
Q3 | $305K | Buy |
1,636
+1,286
| +367% | +$240K | 0.02% | 498 |
|
|
2022
Q2 | $60K | Sell |
350
-25
| -7% | -$4.29K | ﹤0.01% | 1198 |
|
|
2022
Q1 | $80K | Sell |
375
-1,548
| -80% | -$330K | ﹤0.01% | 1172 |
|
|
2021
Q4 | $540K | Sell |
1,923
-35
| -2% | -$9.83K | 0.02% | 557 |
|
|
2021
Q3 | $556K | Buy |
1,958
+475
| +32% | +$135K | 0.02% | 540 |
|
|
2021
Q2 | $441K | Sell |
1,483
-81
| -5% | -$24.1K | 0.02% | 587 |
|
|
2021
Q1 | $456K | Hold |
1,564
| – | – | 0.01% | 659 |
|
|
2020
Q4 | $409K | Buy |
1,564
+96
| +7% | +$25.1K | 0.02% | 594 |
|
|
2020
Q3 | $334K | Hold |
1,468
| – | – | 0.02% | 529 |
|
|
2020
Q2 | $341K | Sell |
1,468
-100
| -6% | -$23.2K | 0.02% | 509 |
|
|
2020
Q1 | $221K | Hold |
1,568
| – | – | 0.01% | 582 |
|
|
2019
Q4 | $290K | Hold |
1,568
| – | – | 0.02% | 569 |
|
|
2019
Q3 | $227K | Hold |
1,568
| – | – | 0.01% | 613 |
|
|
2019
Q2 | $255K | Hold |
1,568
| – | – | 0.02% | 588 |
|
|
2019
Q1 | $244K | Buy |
1,568
+35
| +2% | +$5.45K | 0.02% | 579 |
|
|
2018
Q4 | $195K | Sell |
1,533
-10
| -0.6% | -$1.27K | 0.01% | 611 |
|
|
2018
Q3 | $240K | Sell |
1,543
-70
| -4% | -$10.9K | 0.02% | 577 |
|
|
2018
Q2 | $211K | Hold |
1,613
| – | – | 0.02% | 556 |
|
|
2018
Q1 | $202K | Sell |
1,613
-124
| -7% | -$15.5K | 0.02% | 541 |
|
|
2017
Q4 | $182K | Sell |
1,737
-90
| -5% | -$9.43K | 0.02% | 566 |
|
|
2017
Q3 | $205K | Buy |
1,827
+253
| +16% | +$28.4K | 0.02% | 503 |
|
|
2017
Q2 | $158K | Buy |
1,574
+15
| +1% | +$1.51K | 0.02% | 557 |
|
|
2017
Q1 | $134K | Buy |
1,559
+1,303
| +509% | +$112K | 0.01% | 577 |
|
|
2016
Q4 | $18K | Hold |
256
| – | – | ﹤0.01% | 1221 |
|
|
2016
Q3 | $18K | Buy |
256
+56
| +28% | +$3.94K | ﹤0.01% | 1157 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1314 |
|
|
2016
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1268 |
|