IFP 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 | $657K | Buy |
2,122
+60
| +3% | +$18.6K | 0.02% | 730 |
|
|
2025
Q1 | $542K | Sell |
2,062
-44
| -2% | -$11.6K | 0.02% | 741 |
|
|
2024
Q4 | $625K | Sell |
2,106
-50
| -2% | -$14.8K | 0.02% | 658 |
|
|
2024
Q3 | $594K | Sell |
2,156
-480
| -18% | -$132K | 0.02% | 629 |
|
|
2024
Q2 | $652K | Sell |
2,636
-2,439
| -48% | -$604K | 0.03% | 570 |
|
|
2024
Q1 | $1.32M | Sell |
5,075
-282
| -5% | -$73.4K | 0.06% | 349 |
|
|
2023
Q4 | $1.3M | Buy |
5,357
+5,125
| +2,209% | +$1.25M | 0.06% | 334 |
|
|
2023
Q3 | $47.9K | Sell |
232
-3,312
| -93% | -$684K | ﹤0.01% | 1581 |
|
|
2023
Q2 | $725K | Buy |
3,544
+3,182
| +879% | +$651K | 0.03% | 528 |
|
|
2023
Q1 | $48.3K | Sell |
362
-1,053
| -74% | -$141K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $206K | Sell |
1,415
-1,457
| -51% | -$212K | 0.01% | 1334 |
|
|
2022
Q3 | $426K | Buy |
2,872
+876
| +44% | +$130K | 0.01% | 1002 |
|
|
2022
Q2 | $300K | Hold |
1,996
| – | – | 0.01% | 1074 |
|
|
2022
Q1 | $300K | Sell |
1,996
-1,950
| -49% | -$293K | 0.01% | 1074 |
|
|
2021
Q4 | $1.12M | Buy |
3,946
+3,298
| +509% | +$936K | 0.02% | 377 |
|
|
2021
Q3 | $188K | Sell |
648
-3,292
| -84% | -$955K | ﹤0.01% | 946 |
|
|
2021
Q2 | $1.15M | Buy |
3,940
+3,679
| +1,410% | +$1.07M | 0.02% | 351 |
|
|
2021
Q1 | $75K | Sell |
261
-232
| -47% | -$66.7K | ﹤0.01% | 1289 |
|
|
2020
Q4 | $156K | Buy |
493
+77
| +19% | +$24.4K | 0.01% | 915 |
|
|
2020
Q3 | $98K | Buy |
416
+129
| +45% | +$30.4K | 0.01% | 1006 |
|
|
2020
Q2 | $68K | Sell |
287
-88
| -23% | -$20.9K | 0.01% | 1070 |
|
|
2020
Q1 | $59K | Sell |
375
-9
| -2% | -$1.42K | 0.01% | 1039 |
|
|
2019
Q4 | $72K | Sell |
384
-94
| -20% | -$17.6K | 0.01% | 1096 |
|
|
2019
Q3 | $69K | Buy |
+478
| New | +$69K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $15K | Sell |
96
-1,893
| -95% | -$296K | ﹤0.01% | 1440 |
|
|
2018
Q4 | $253K | Buy |
1,989
+203
| +11% | +$25.8K | 0.02% | 773 |
|
|
2018
Q3 | $279K | Buy |
1,786
+459
| +35% | +$71.7K | 0.01% | 905 |
|
|
2018
Q2 | $174K | Buy |
1,327
+37
| +3% | +$4.85K | 0.01% | 1131 |
|
|
2018
Q1 | $135K | Hold |
1,290
| – | – | 0.01% | 1202 |
|
|
2017
Q4 | $135K | Sell |
1,290
-221
| -15% | -$23.1K | 0.01% | 1199 |
|
|
2017
Q3 | $170K | Sell |
1,511
-188
| -11% | -$21.2K | 0.01% | 1229 |
|
|
2017
Q2 | $171K | Buy |
1,699
+145
| +9% | +$14.6K | 0.01% | 1212 |
|
|
2017
Q1 | $134K | Sell |
1,554
-2
| -0.1% | -$172 | 0.01% | 1321 |
|
|
2016
Q4 | $115K | Sell |
1,556
-114
| -7% | -$8.43K | 0.01% | 1362 |
|
|
2016
Q3 | $121K | Sell |
1,670
-11
| -0.7% | -$797 | 0.01% | 1260 |
|
|
2016
Q2 | $91K | Buy |
1,681
+1,585
| +1,651% | +$85.8K | 0.01% | 1389 |
|
|
2016
Q1 | $15K | Sell |
96
-1,389
| -94% | -$217K | ﹤0.01% | 1440 |
|
|
2015
Q4 | $90K | Buy |
+1,485
| New | +$90K | 0.01% | 1231 |
|