HHM Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7K | Hold |
125
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $32.7K | Hold |
125
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $36.9K | Buy |
125
+11
| +10% | +$3.25K | 0.01% | 405 |
|
|
2024
Q3 | $31.4K | Hold |
114
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $28.2K | Hold |
114
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $29.7K | Hold |
114
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $27.8K | Hold |
114
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $23.6K | Hold |
114
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $23.3K | Sell |
114
-11
| -9% | -$2.25K | ﹤0.01% | 395 |
|
|
2023
Q1 | $26K | Buy |
125
+104
| +495% | +$21.6K | 0.01% | 379 |
|
|
2022
Q4 | $3.92K | Buy |
21
+11
| +110% | +$2.06K | ﹤0.01% | 553 |
|
|
2022
Q3 | $2K | Sell |
10
-28
| -74% | -$5.6K | ﹤0.01% | 590 |
|
|
2022
Q2 | $7K | Buy |
38
+28
| +280% | +$5.16K | ﹤0.01% | 585 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 602 |
|