Institutional & Family Asset Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $97.5K | Sell |
394
-7
| -2% | -$1.57K | 0.01% | 188 |
|
|
2024
Q1 | $104K | Sell |
401
-25
| -6% | -$6.33K | 0.02% | 180 |
|
|
2023
Q4 | $104K | Buy |
426
+5
| +1% | +$1.08K | 0.02% | 186 |
|
|
2023
Q3 | $87.1K | Sell |
421
-19
| -4% | -$3.99K | 0.01% | 185 |
|
|
2023
Q2 | $90K | Buy |
440
+24
| +6% | +$4.8K | 0.01% | 189 |
|
|
2023
Q1 | $86.6K | Sell |
416
-28
| -6% | -$5.76K | 0.01% | 185 |
|
|
2022
Q4 | $83K | Hold |
444
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $83K | Buy |
444
+28
| +7% | +$5.66K | 0.01% | 183 |
|
|
2022
Q2 | $72K | Buy |
416
+13
| +3% | +$2.5K | 0.01% | 196 |
|
|
2022
Q1 | $86K | Sell |
403
-4
| -1% | -$921 | 0.01% | 208 |
|
|
2021
Q4 | $114K | Hold |
407
| – | – | 0.02% | 194 |
|
|
2021
Q3 | $116K | Hold |
407
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $119K | Hold |
407
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $113K | Hold |
407
| – | – | 0.02% | 251 |
|
|
2020
Q4 | $124K | Hold |
407
| – | – | 0.03% | 230 |
|
|
2020
Q3 | $94K | Buy |
407
+9
| +2% | +$2.14K | 0.02% | 231 |
|
|
2020
Q2 | $95K | Sell |
398
-104
| -21% | -$20.4K | 0.02% | 241 |
|
|
2020
Q1 | $78K | Sell |
502
-177
| -26% | -$32.5K | 0.02% | 234 |
|
|
2019
Q4 | $125K | Sell |
679
-5
| -0.7% | -$810 | 0.03% | 209 |
|
|
2019
Q3 | $101K | Sell |
684
-3
| -0.4% | -$467 | 0.02% | 212 |
|
|
2019
Q2 | $112K | Sell |
687
-48
| -7% | -$8.07K | 0.02% | 212 |
|
|
2019
Q1 | $115K | Hold |
735
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $95K | Sell |
735
-16
| -2% | -$2.16K | 0.02% | 229 |
|
|
2018
Q3 | $117K | Sell |
751
-10
| -1% | -$1.41K | 0.02% | 241 |
|
|
2018
Q2 | $100K | Sell |
761
-37
| -5% | -$4.9K | 0.02% | 260 |
|
|
2018
Q1 | $100K | Buy |
+798
| New | +$95K | 0.02% | 243 |
|
Other funds holding ADSK
