Glassman Wealth Services’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 |
-235
| Closed | -$57.2K | – | 234 |
|
|
2023
Q4 | $57.2K | Sell |
235
-9
| -4% | -$2.19K | 0.01% | 424 |
|
|
2023
Q3 | $50.5K | Sell |
244
-49
| -17% | -$10.1K | 0.01% | 419 |
|
|
2023
Q2 | $60K | Sell |
293
-6
| -2% | -$1.23K | 0.01% | 362 |
|
|
2023
Q1 | $62.2K | Sell |
299
-27
| -8% | -$5.62K | 0.01% | 361 |
|
|
2022
Q4 | $60.9K | Buy |
326
+47
| +17% | +$8.78K | 0.01% | 376 |
|
|
2022
Q3 | $52K | Buy |
279
+68
| +32% | +$12.7K | 0.01% | 374 |
|
|
2022
Q2 | $36K | Hold |
211
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $45K | Buy |
211
+45
| +27% | +$9.6K | 0.01% | 424 |
|
|
2021
Q4 | $47K | Buy |
166
+1
| +0.6% | +$283 | 0.01% | 386 |
|
|
2021
Q3 | $47K | Buy |
165
+14
| +9% | +$3.99K | 0.01% | 377 |
|
|
2021
Q2 | $44K | Buy |
151
+27
| +22% | +$7.87K | 0.01% | 383 |
|
|
2021
Q1 | $34K | Sell |
124
-111
| -47% | -$30.4K | 0.01% | 396 |
|
|
2020
Q4 | $72K | Buy |
235
+23
| +11% | +$7.05K | 0.02% | 283 |
|
|
2020
Q3 | $49K | Buy |
212
+139
| +190% | +$32.1K | 0.01% | 295 |
|
|
2020
Q2 | $17K | Buy |
73
+24
| +49% | +$5.59K | 0.01% | 404 |
|
|
2020
Q1 | $8K | Sell |
49
-62
| -56% | -$10.1K | ﹤0.01% | 451 |
|
|
2019
Q4 | $20K | Buy |
111
+6
| +6% | +$1.08K | 0.01% | 376 |
|
|
2019
Q3 | $16K | Sell |
105
-3
| -3% | -$457 | 0.01% | 382 |
|
|
2019
Q2 | $18K | Buy |
108
+3
| +3% | +$500 | 0.01% | 376 |
|
|
2019
Q1 | $16K | Buy |
105
+90
| +600% | +$13.7K | 0.01% | 382 |
|
|
2018
Q4 | $2K | Sell |
15
-10
| -40% | -$1.33K | ﹤0.01% | 520 |
|
|
2018
Q3 | $4K | Sell |
25
-3
| -11% | -$480 | ﹤0.01% | 485 |
|
|
2018
Q2 | $4K | Sell |
28
-8
| -22% | -$1.14K | ﹤0.01% | 445 |
|
|
2018
Q1 | $5K | Sell |
36
-8
| -18% | -$1.11K | ﹤0.01% | 417 |
|
|
2017
Q4 | $5K | Buy |
44
+35
| +389% | +$3.98K | ﹤0.01% | 387 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 443 |
|
|
2017
Q1 | $1K | Sell |
9
-136
| -94% | -$15.1K | ﹤0.01% | 475 |
|
|
2016
Q4 | $11K | Buy |
+145
| New | +$11K | 0.01% | 347 |
|