Icon 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 | $977K | Buy |
3,155
+308
| +11% | +$95.3K | 0.07% | 171 |
|
|
2025
Q1 | $745K | Sell |
2,847
-100
| -3% | -$26.2K | 0.06% | 173 |
|
|
2024
Q4 | $871K | Buy |
2,947
+30
| +1% | +$8.87K | 0.07% | 156 |
|
|
2024
Q3 | $804K | Sell |
2,917
-52
| -2% | -$14.3K | 0.07% | 159 |
|
|
2024
Q2 | $735K | Sell |
2,969
-10,866
| -79% | -$2.69M | 0.07% | 165 |
|
|
2024
Q1 | $3.6M | Sell |
13,835
-364
| -3% | -$94.8K | 0.33% | 60 |
|
|
2023
Q4 | $3.46M | Buy |
+14,199
| New | +$3.46M | 0.36% | 57 |
|
|
2022
Q4 | $4.05M | Buy |
21,689
+2,033
| +10% | +$380K | 0.47% | 57 |
|
|
2022
Q3 | $3.67M | Buy |
+19,656
| New | +$3.67M | 0.45% | 55 |
|