Institute for Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
1,828
-1
| -0.1% | -$310 | 0.06% | 287 |
|
|
2025
Q1 | $479K | Buy |
1,829
+1,052
| +135% | +$275K | 0.06% | 298 |
|
|
2024
Q4 | $230K | Hold |
777
| – | – | 0.03% | 458 |
|
|
2024
Q3 | $214K | Buy |
+777
| New | +$214K | 0.03% | 512 |
|
|
2024
Q2 | – | Sell |
-812
| Closed | -$211K | – | 505 |
|
|
2024
Q1 | $211K | Sell |
812
-19
| -2% | -$4.95K | 0.03% | 471 |
|
|
2023
Q4 | $202K | Buy |
+831
| New | +$202K | 0.03% | 458 |
|
|
2022
Q4 | – | Sell |
-2,031
| Closed | -$379K | – | 447 |
|
|
2022
Q3 | $379K | Buy |
2,031
+88
| +5% | +$16.4K | 0.09% | 286 |
|
|
2022
Q2 | $334K | Buy |
1,943
+72
| +4% | +$12.4K | 0.07% | 366 |
|
|
2022
Q1 | $401K | Buy |
1,871
+301
| +19% | +$64.5K | 0.06% | 332 |
|
|
2021
Q4 | $441K | Buy |
1,570
+3
| +0.2% | +$843 | 0.07% | 300 |
|
|
2021
Q3 | $447K | Buy |
1,567
+87
| +6% | +$24.8K | 0.08% | 292 |
|
|
2021
Q2 | $432K | Buy |
1,480
+180
| +14% | +$52.5K | 0.08% | 299 |
|
|
2021
Q1 | $360K | Buy |
1,300
+153
| +13% | +$42.4K | 0.07% | 322 |
|
|
2020
Q4 | $350K | Buy |
1,147
+105
| +10% | +$32K | 0.07% | 317 |
|
|
2020
Q3 | $241K | Buy |
+1,042
| New | +$241K | 0.06% | 361 |
|