HM Payson & Co’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $159K | Sell |
608
-8
| -1% | -$2.09K | ﹤0.01% | 453 |
|
|
2024
Q4 | $182K | Sell |
616
-3
| -0.5% | -$887 | ﹤0.01% | 441 |
|
|
2024
Q3 | $171K | Buy |
619
+11
| +2% | +$3.03K | ﹤0.01% | 445 |
|
|
2024
Q2 | $150K | Buy |
608
+69
| +13% | +$17.1K | ﹤0.01% | 452 |
|
|
2024
Q1 | $140K | Hold |
539
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $131K | Hold |
539
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $112K | Sell |
539
-13
| -2% | -$2.69K | ﹤0.01% | 466 |
|
|
2023
Q2 | $113K | Buy |
552
+13
| +2% | +$2.66K | ﹤0.01% | 461 |
|
|
2023
Q1 | $112K | Hold |
539
| – | – | ﹤0.01% | 458 |
|
|
2022
Q4 | $101K | Hold |
539
| – | – | ﹤0.01% | 463 |
|
|
2022
Q3 | $101K | Sell |
539
-29
| -5% | -$5.43K | ﹤0.01% | 465 |
|
|
2022
Q2 | $98K | Buy |
568
+29
| +5% | +$5K | ﹤0.01% | 472 |
|
|
2022
Q1 | $116K | Sell |
539
-28
| -5% | -$6.03K | ﹤0.01% | 469 |
|
|
2021
Q4 | $159K | Hold |
567
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $162K | Hold |
567
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $166K | Sell |
567
-168
| -23% | -$49.2K | ﹤0.01% | 413 |
|
|
2021
Q1 | $204K | Sell |
735
-65
| -8% | -$18K | 0.01% | 388 |
|
|
2020
Q4 | $244K | Sell |
800
-58
| -7% | -$17.7K | 0.01% | 358 |
|
|
2020
Q3 | $198K | Buy |
858
+296
| +53% | +$68.3K | 0.01% | 353 |
|
|
2020
Q2 | $134K | Hold |
562
| – | – | ﹤0.01% | 398 |
|
|
2020
Q1 | $88K | Hold |
562
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $103K | Hold |
562
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $83K | Hold |
562
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $92K | Buy |
+562
| New | +$92K | ﹤0.01% | 500 |
|