Independent Advisor Alliance’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
5,527
+31
| +0.6% | +$9.6K | 0.05% | 313 |
|
|
2025
Q1 | $1.44M | Buy |
5,496
+216
| +4% | +$56.6K | 0.05% | 305 |
|
|
2024
Q4 | $1.56M | Buy |
5,280
+1,047
| +25% | +$309K | 0.02% | 588 |
|
|
2024
Q3 | $1.17M | Buy |
4,233
+72
| +2% | +$19.8K | 0.04% | 303 |
|
|
2024
Q2 | $1.03M | Sell |
4,161
-210
| -5% | -$52K | 0.04% | 323 |
|
|
2024
Q1 | $1.14M | Buy |
4,371
+77
| +2% | +$20.1K | 0.04% | 301 |
|
|
2023
Q4 | $1.05M | Sell |
4,294
-90
| -2% | -$21.9K | 0.04% | 301 |
|
|
2023
Q3 | $907K | Buy |
4,384
+92
| +2% | +$19K | 0.04% | 309 |
|
|
2023
Q2 | $878K | Sell |
4,292
-129
| -3% | -$26.4K | 0.04% | 320 |
|
|
2023
Q1 | $920K | Buy |
+4,421
| New | +$920K | 0.04% | 296 |
|
|
2022
Q4 | – | Sell |
-4,237
| Closed | -$791K | – | 426 |
|
|
2022
Q3 | $791K | Sell |
4,237
-307
| -7% | -$57.3K | 0.05% | 287 |
|
|
2022
Q2 | $781K | Sell |
4,544
-74
| -2% | -$12.7K | 0.04% | 309 |
|
|
2022
Q1 | $990K | Sell |
4,618
-11,593
| -72% | -$2.49M | 0.05% | 281 |
|
|
2021
Q4 | $4.56M | Buy |
16,211
+324
| +2% | +$91.1K | 0.22% | 91 |
|
|
2021
Q3 | $4.53M | Buy |
15,887
+55
| +0.3% | +$15.7K | 0.25% | 89 |
|
|
2021
Q2 | $4.62M | Sell |
15,832
-5,907
| -27% | -$1.72M | 0.25% | 97 |
|
|
2021
Q1 | $6.03M | Buy |
21,739
+33
| +0.2% | +$9.15K | 0.36% | 76 |
|
|
2020
Q4 | $6.63M | Buy |
21,706
+19,523
| +894% | +$5.96M | 0.45% | 59 |
|
|
2020
Q3 | $504K | Buy |
2,183
+11
| +0.5% | +$2.54K | 0.04% | 295 |
|
|
2020
Q2 | $520K | Buy |
2,172
+127
| +6% | +$30.4K | 0.06% | 264 |
|
|
2020
Q1 | $319K | Buy |
2,045
+406
| +25% | +$63.3K | 0.05% | 268 |
|
|
2019
Q4 | $301K | Buy |
1,639
+103
| +7% | +$18.9K | 0.01% | 677 |
|
|
2019
Q3 | $227K | Buy |
+1,536
| New | +$227K | 0.03% | 393 |
|
|
2019
Q2 | – | Sell |
-1,316
| Closed | -$205K | – | 417 |
|
|
2019
Q1 | $205K | Buy |
+1,316
| New | +$205K | 0.03% | 400 |
|
|
2018
Q4 | – | Sell |
-1,469
| Closed | -$217K | – | 398 |
|
|
2018
Q3 | $217K | Buy |
+1,469
| New | +$217K | 0.04% | 314 |
|