Heritage Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-431
| Closed | -$112K | – | 518 |
|
|
2024
Q1 | $112K | Sell |
431
-529
| -55% | -$138K | 0.01% | 251 |
|
|
2023
Q4 | $234K | Hold |
960
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $199K | Hold |
960
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $196K | Hold |
960
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $200K | Sell |
960
-76
| -7% | -$15.8K | 0.01% | 204 |
|
|
2022
Q4 | $194K | Hold |
1,036
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $194K | Sell |
1,036
-555
| -35% | -$104K | 0.01% | 199 |
|
|
2022
Q2 | $274K | Buy |
1,591
+555
| +54% | +$95.6K | 0.02% | 168 |
|
|
2022
Q1 | $222K | Hold |
1,036
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $291K | Hold |
1,036
| – | – | 0.02% | 168 |
|
|
2021
Q3 | $295K | Hold |
1,036
| – | – | 0.02% | 166 |
|
|
2021
Q2 | $302K | Hold |
1,036
| – | – | 0.02% | 169 |
|
|
2021
Q1 | $287K | Hold |
1,036
| – | – | 0.02% | 178 |
|
|
2020
Q4 | $316K | Sell |
1,036
-76
| -7% | -$23.2K | 0.02% | 163 |
|
|
2020
Q3 | $257K | Hold |
1,112
| – | – | 0.03% | 132 |
|
|
2020
Q2 | $266K | Sell |
1,112
-150
| -12% | -$35.9K | 0.04% | 125 |
|
|
2020
Q1 | $197K | Sell |
1,262
-5
| -0.4% | -$780 | 0.04% | 129 |
|
|
2019
Q4 | $232K | Buy |
1,267
+157
| +14% | +$28.8K | 0.03% | 154 |
|
|
2019
Q3 | $163K | Hold |
1,110
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $181K | Hold |
1,110
| – | – | 0.03% | 150 |
|
|
2019
Q1 | $173K | Hold |
1,110
| – | – | 0.03% | 139 |
|
|
2018
Q4 | $142K | Hold |
1,110
| – | – | 0.03% | 140 |
|
|
2018
Q3 | $173K | Buy |
+1,110
| New | +$173K | 0.03% | 129 |
|