Icon Wealth Partners’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.97M | Sell |
14,376
-1,349
| -9% | -$279K | 0.34% | 62 |
|
|
2023
Q2 | $3.22M | Sell |
15,725
-4,806
| -23% | -$983K | 0.34% | 61 |
|
|
2023
Q1 | $4.27M | Buy |
+20,531
| New | +$4.27M | 0.47% | 50 |
|
|
2022
Q2 | $3.77M | Buy |
21,935
+1,440
| +7% | +$248K | 0.45% | 57 |
|
|
2022
Q1 | $4.39M | Buy |
20,495
+3,886
| +23% | +$833K | 0.44% | 60 |
|
|
2021
Q4 | $4.67M | Buy |
16,609
+433
| +3% | +$122K | 0.47% | 57 |
|
|
2021
Q3 | $4.61M | Buy |
16,176
+1,818
| +13% | +$518K | 0.49% | 49 |
|
|
2021
Q2 | $4.19M | Buy |
14,358
+1,114
| +8% | +$325K | 0.45% | 57 |
|
|
2021
Q1 | $3.67M | Buy |
13,244
+1,115
| +9% | +$309K | 0.46% | 61 |
|
|
2020
Q4 | $3.7M | Buy |
12,129
+1,890
| +18% | +$577K | 0.59% | 44 |
|
|
2020
Q3 | $2.37M | Buy |
10,239
+6,446
| +170% | +$1.49M | 0.46% | 59 |
|
|
2020
Q2 | $907K | Buy |
3,793
+671
| +21% | +$160K | 0.22% | 89 |
|
|
2020
Q1 | $487K | Buy |
3,122
+64
| +2% | +$9.98K | 0.19% | 62 |
|
|
2019
Q4 | $561K | Buy |
3,058
+203
| +7% | +$37.2K | 0.18% | 65 |
|
|
2019
Q3 | $422K | Buy |
2,855
+31
| +1% | +$4.58K | 0.14% | 79 |
|
|
2019
Q2 | $460K | Sell |
2,824
-198
| -7% | -$32.3K | 0.16% | 74 |
|
|
2019
Q1 | $471K | Sell |
3,022
-256
| -8% | -$39.9K | 0.18% | 69 |
|
|
2018
Q4 | $422K | Sell |
3,278
-18
| -0.5% | -$2.32K | 0.2% | 74 |
|
|
2018
Q3 | $515K | Sell |
3,296
-47
| -1% | -$7.34K | 0.21% | 75 |
|
|
2018
Q2 | $438K | Sell |
3,343
-264
| -7% | -$34.6K | 0.18% | 90 |
|
|
2018
Q1 | $453K | Sell |
3,607
-273
| -7% | -$34.3K | 0.24% | 92 |
|
|
2017
Q4 | $407K | Buy |
+3,880
| New | +$407K | 0.2% | 101 |
|