IFG Advisory’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
1,709
-74
| -4% | -$22.9K | 0.03% | 457 |
|
|
2025
Q1 | $467K | Sell |
1,783
-267
| -13% | -$69.9K | 0.03% | 446 |
|
|
2024
Q4 | $606K | Buy |
+2,050
| New | +$606K | 0.03% | 381 |
|
|
2024
Q3 | – | Sell |
-2,002
| Closed | -$495K | – | 389 |
|
|
2024
Q2 | $495K | Buy |
+2,002
| New | +$495K | 0.03% | 401 |
|
|
2024
Q1 | – | Sell |
-2,753
| Closed | -$670K | – | 369 |
|
|
2023
Q4 | $670K | Buy |
2,753
+71
| +3% | +$17.3K | 0.05% | 315 |
|
|
2023
Q3 | $555K | Buy |
+2,682
| New | +$555K | 0.05% | 325 |
|
|
2023
Q2 | – | Sell |
-2,682
| Closed | -$558K | – | 326 |
|
|
2023
Q1 | $558K | Hold |
2,682
| – | – | 0.05% | 301 |
|
|
2022
Q4 | $501K | Hold |
2,682
| – | – | 0.05% | 308 |
|
|
2022
Q3 | $501K | Buy |
2,682
+779
| +41% | +$146K | 0.05% | 314 |
|
|
2022
Q2 | $327K | Buy |
1,903
+24
| +1% | +$4.12K | 0.03% | 360 |
|
|
2022
Q1 | $402K | Buy |
1,879
+30
| +2% | +$6.42K | 0.04% | 338 |
|
|
2021
Q4 | $519K | Hold |
1,849
| – | – | 0.05% | 290 |
|
|
2021
Q3 | $527K | Hold |
1,849
| – | – | 0.06% | 279 |
|
|
2021
Q2 | $539K | Sell |
1,849
-20
| -1% | -$5.83K | 0.06% | 275 |
|
|
2021
Q1 | $517K | Sell |
1,869
-139
| -7% | -$38.5K | 0.06% | 291 |
|
|
2020
Q4 | $613K | Sell |
2,008
-215
| -10% | -$65.6K | 0.08% | 234 |
|
|
2020
Q3 | $513K | Hold |
2,223
| – | – | 0.08% | 230 |
|
|
2020
Q2 | $531K | Buy |
2,223
+115
| +5% | +$27.5K | 0.1% | 214 |
|
|
2020
Q1 | $329K | Buy |
2,108
+19
| +0.9% | +$2.97K | 0.07% | 247 |
|
|
2019
Q4 | $383K | Hold |
2,089
| – | – | 0.07% | 274 |
|
|
2019
Q3 | $308K | Sell |
2,089
-4,162
| -67% | -$614K | 0.06% | 297 |
|
|
2019
Q2 | $1.02M | Buy |
6,251
+14
| +0.2% | +$2.28K | 0.18% | 115 |
|
|
2019
Q1 | $971K | Buy |
6,237
+430
| +7% | +$66.9K | 0.19% | 119 |
|
|
2018
Q4 | $746K | Buy |
5,807
+4
| +0.1% | +$514 | 0.18% | 123 |
|
|
2018
Q3 | $905K | Buy |
5,803
+16
| +0.3% | +$2.5K | 0.17% | 130 |
|
|
2018
Q2 | $758K | Buy |
5,787
+83
| +1% | +$10.9K | 0.16% | 136 |
|
|
2018
Q1 | $716K | Buy |
5,704
+903
| +19% | +$113K | 0.16% | 133 |
|
|
2017
Q4 | $503K | Buy |
+4,801
| New | +$503K | 0.11% | 178 |
|