Heritage Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.87K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $112K | Sell |
|
|||||
|
2023
Q4 | $234K | Hold |
|
|||||
|
2023
Q3 | $199K | Hold |
|
|||||
|
2023
Q2 | $196K | Hold |
|
|||||
|
2023
Q1 | $200K | Sell |
|
|||||
|
2022
Q4 | $194K | Hold |
|
|||||
|
2022
Q3 | $194K | Sell |
|
|||||
|
2022
Q2 | $274K | Buy |
|
|||||
|
2022
Q1 | $222K | Hold |
|
|||||
|
2021
Q4 | $291K | Hold |
|
|||||
|
2021
Q3 | $295K | Hold |
|
|||||
|
2021
Q2 | $302K | Hold |
|
|||||
|
2021
Q1 | $287K | Hold |
|
|||||
|
2020
Q4 | $316K | Sell |
|
|||||
|
2020
Q3 | $257K | Hold |
|
|||||
|
2020
Q2 | $266K | Sell |
|
|||||
|
2020
Q1 | $197K | Sell |
|
|||||
|
2019
Q4 | $232K | Buy |
|
|||||
|
2019
Q3 | $163K | Hold |
|
|||||
|
2019
Q2 | $181K | Hold |
|
|||||
|
2019
Q1 | $173K | Hold |
|
|||||
|
2018
Q4 | $142K | Hold |
|
|||||
|
2018
Q3 | $173K | Buy |
|