HBK Sorce Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
2,691
+50
| +2% | +$15.5K | 0.02% | 250 |
|
|
2025
Q1 | $691K | Sell |
2,641
-74
| -3% | -$19.4K | 0.02% | 276 |
|
|
2024
Q4 | $802K | Buy |
2,715
+60
| +2% | +$17.7K | 0.02% | 251 |
|
|
2024
Q3 | $731K | Sell |
2,655
-280
| -10% | -$77.1K | 0.02% | 265 |
|
|
2024
Q2 | $726K | Buy |
2,935
+202
| +7% | +$50K | 0.03% | 256 |
|
|
2024
Q1 | $712K | Sell |
2,733
-11
| -0.4% | -$2.87K | 0.03% | 266 |
|
|
2023
Q4 | $668K | Sell |
2,744
-67
| -2% | -$16.3K | 0.03% | 263 |
|
|
2023
Q3 | $582K | Sell |
2,811
-78
| -3% | -$16.1K | 0.03% | 283 |
|
|
2023
Q2 | $591K | Sell |
2,889
-31
| -1% | -$6.34K | 0.03% | 289 |
|
|
2023
Q1 | $608K | Sell |
2,920
-1,342
| -31% | -$279K | 0.03% | 288 |
|
|
2022
Q4 | $796K | Buy |
4,262
+1,645
| +63% | +$307K | 0.02% | 332 |
|
|
2022
Q3 | $489K | Buy |
2,617
+793
| +43% | +$148K | 0.03% | 269 |
|
|
2022
Q2 | $314K | Sell |
1,824
-328
| -15% | -$56.5K | 0.02% | 322 |
|
|
2022
Q1 | $461K | Sell |
2,152
-78
| -3% | -$16.7K | 0.03% | 316 |
|
|
2021
Q4 | $627K | Sell |
2,230
-13
| -0.6% | -$3.66K | 0.03% | 290 |
|
|
2021
Q3 | $640K | Buy |
2,243
+146
| +7% | +$41.7K | 0.04% | 275 |
|
|
2021
Q2 | $612K | Sell |
2,097
-53
| -2% | -$15.5K | 0.03% | 290 |
|
|
2021
Q1 | $596K | Buy |
2,150
+253
| +13% | +$70.1K | 0.04% | 266 |
|
|
2020
Q4 | $579K | Buy |
1,897
+455
| +32% | +$139K | 0.04% | 254 |
|
|
2020
Q3 | $333K | Buy |
1,442
+144
| +11% | +$33.3K | 0.02% | 334 |
|
|
2020
Q2 | $310K | Buy |
+1,298
| New | +$310K | 0.02% | 319 |
|
|
2019
Q2 | – | Sell |
-1,333
| Closed | -$208K | – | 413 |
|
|
2019
Q1 | $208K | Buy |
+1,333
| New | +$208K | 0.02% | 404 |
|