Hummer Financial Advisory Services’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
6,150
+50
| +0.8% | +$15.5K | 1.43% | 11 |
|
|
2025
Q1 | $1.6M | Hold |
6,100
| – | – | 1.3% | 16 |
|
|
2024
Q4 | $1.8M | Hold |
6,100
| – | – | 1.43% | 12 |
|
|
2024
Q3 | $1.68M | Hold |
6,100
| – | – | 1.32% | 14 |
|
|
2024
Q2 | $1.51M | Hold |
6,100
| – | – | 1.3% | 15 |
|
|
2024
Q1 | $1.59M | Hold |
6,100
| – | – | 1.31% | 15 |
|
|
2023
Q4 | $1.49M | Hold |
6,100
| – | – | 1.36% | 14 |
|
|
2023
Q3 | $1.26M | Hold |
6,100
| – | – | 1.29% | 15 |
|
|
2023
Q2 | $1.25M | Sell |
6,100
-800
| -12% | -$164K | 1.22% | 15 |
|
|
2023
Q1 | $1.44M | Buy |
6,900
+400
| +6% | +$83.3K | 1.53% | 11 |
|
|
2022
Q4 | $1.21M | Hold |
6,500
| – | – | 1.34% | 14 |
|
|
2022
Q3 | $1.21M | Hold |
6,500
| – | – | 1.43% | 10 |
|
|
2022
Q2 | $1.12M | Sell |
6,500
-400
| -6% | -$68.8K | 1.27% | 16 |
|
|
2022
Q1 | $1.48M | Buy |
6,900
+400
| +6% | +$85.7K | 1.33% | 11 |
|
|
2021
Q4 | $1.83M | Sell |
6,500
-400
| -6% | -$112K | 1.54% | 10 |
|
|
2021
Q3 | $1.97M | Hold |
6,900
| – | – | 1.82% | 6 |
|
|
2021
Q2 | $2.01M | Hold |
6,900
| – | – | 1.86% | 6 |
|
|
2021
Q1 | $1.91M | Hold |
6,900
| – | – | 1.86% | 7 |
|
|
2020
Q4 | $2.11M | Hold |
6,900
| – | – | 2.21% | 5 |
|
|
2020
Q3 | $1.59M | Sell |
6,900
-400
| -5% | -$92.4K | 1.88% | 8 |
|
|
2020
Q2 | $1.75M | Hold |
7,300
| – | – | 2.23% | 6 |
|
|
2020
Q1 | $1.14M | Hold |
7,300
| – | – | 1.72% | 9 |
|
|
2019
Q4 | $1.34M | Buy |
+7,300
| New | +$1.34M | 1.45% | 10 |
|