Global Retirement Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
+6,296
| New | +$1.95M | 0.05% | 344 |
|
|
2024
Q4 | $1.8M | Buy |
6,083
+103
| +2% | +$30.4K | 0.05% | 320 |
|
|
2024
Q3 | $1.65M | Buy |
5,980
+162
| +3% | +$44.6K | 0.05% | 331 |
|
|
2024
Q2 | $1.44M | Buy |
5,818
+912
| +19% | +$226K | 0.05% | 346 |
|
|
2024
Q1 | $1.28M | Buy |
4,906
+470
| +11% | +$122K | 0.05% | 317 |
|
|
2023
Q4 | $1.07M | Buy |
4,436
+382
| +9% | +$92.3K | 0.04% | 328 |
|
|
2023
Q3 | $839K | Sell |
4,054
-39
| -1% | -$8.08K | 0.04% | 339 |
|
|
2023
Q2 | $837K | Buy |
4,093
+24
| +0.6% | +$4.91K | 0.04% | 341 |
|
|
2023
Q1 | $788K | Buy |
4,069
+599
| +17% | +$116K | 0.04% | 346 |
|
|
2022
Q4 | $648K | Buy |
3,470
+216
| +7% | +$40.4K | 0.04% | 334 |
|
|
2022
Q3 | $697K | Buy |
3,254
+2,854
| +714% | +$611K | 0.05% | 311 |
|
|
2022
Q2 | $69K | Buy |
400
+2
| +0.5% | +$345 | 0.01% | 870 |
|
|
2022
Q1 | $71K | Buy |
+398
| New | +$71K | 0.01% | 861 |
|
|
2021
Q4 | – | Sell |
-759
| Closed | -$216K | – | 273 |
|
|
2021
Q3 | $216K | Sell |
759
-12
| -2% | -$3.42K | 0.02% | 452 |
|
|
2021
Q2 | $225K | Buy |
771
+18
| +2% | +$5.25K | 0.02% | 431 |
|
|
2021
Q1 | $209K | Sell |
753
-1
| -0.1% | -$278 | 0.02% | 407 |
|
|
2020
Q4 | $230K | Sell |
754
-51
| -6% | -$15.6K | 0.03% | 375 |
|
|
2020
Q3 | $186K | Sell |
805
-28
| -3% | -$6.47K | 0.03% | 375 |
|
|
2020
Q2 | $199K | Sell |
833
-102
| -11% | -$24.4K | 0.03% | 354 |
|
|
2020
Q1 | $146K | Sell |
935
-26
| -3% | -$4.06K | 0.03% | 375 |
|
|
2019
Q4 | $176K | Sell |
961
-2
| -0.2% | -$366 | 0.03% | 388 |
|
|
2019
Q3 | $142K | Sell |
963
-227
| -19% | -$33.5K | 0.02% | 421 |
|
|
2019
Q2 | $194K | Sell |
1,190
-37
| -3% | -$6.03K | 0.04% | 349 |
|
|
2019
Q1 | $191K | Buy |
1,227
+210
| +21% | +$32.7K | 0.05% | 307 |
|
|
2018
Q4 | $131K | Buy |
1,017
+440
| +76% | +$56.7K | 0.03% | 345 |
|
|
2018
Q3 | $90K | Buy |
577
+23
| +4% | +$3.59K | 0.02% | 416 |
|
|
2018
Q2 | $73K | Buy |
554
+146
| +36% | +$19.2K | 0.02% | 447 |
|
|
2018
Q1 | $51K | Buy |
408
+253
| +163% | +$31.6K | 0.01% | 514 |
|
|
2017
Q4 | $16K | Buy |
+155
| New | +$16K | ﹤0.01% | 772 |
|