Institutional & Family Asset Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $97.5K | Sell |
394
-7
| -2% | -$1.73K | 0.01% | 187 |
|
|
2024
Q1 | $104K | Sell |
401
-25
| -6% | -$6.51K | 0.02% | 179 |
|
|
2023
Q4 | $104K | Buy |
426
+5
| +1% | +$1.22K | 0.02% | 185 |
|
|
2023
Q3 | $87.1K | Sell |
421
-19
| -4% | -$3.93K | 0.01% | 184 |
|
|
2023
Q2 | $90K | Buy |
440
+24
| +6% | +$4.91K | 0.01% | 188 |
|
|
2023
Q1 | $86.6K | Sell |
416
-28
| -6% | -$5.83K | 0.01% | 184 |
|
|
2022
Q4 | $83K | Hold |
444
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $83K | Buy |
444
+28
| +7% | +$5.23K | 0.01% | 182 |
|
|
2022
Q2 | $72K | Buy |
416
+13
| +3% | +$2.25K | 0.01% | 195 |
|
|
2022
Q1 | $86K | Sell |
403
-4
| -1% | -$854 | 0.01% | 207 |
|
|
2021
Q4 | $114K | Hold |
407
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $116K | Hold |
407
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $119K | Hold |
407
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $113K | Hold |
407
| – | – | 0.02% | 250 |
|
|
2020
Q4 | $124K | Hold |
407
| – | – | 0.03% | 229 |
|
|
2020
Q3 | $94K | Buy |
407
+9
| +2% | +$2.08K | 0.02% | 229 |
|
|
2020
Q2 | $95K | Sell |
398
-104
| -21% | -$24.8K | 0.02% | 240 |
|
|
2020
Q1 | $78K | Sell |
502
-177
| -26% | -$27.5K | 0.02% | 232 |
|
|
2019
Q4 | $125K | Sell |
679
-5
| -0.7% | -$920 | 0.03% | 208 |
|
|
2019
Q3 | $101K | Sell |
684
-3
| -0.4% | -$443 | 0.02% | 211 |
|
|
2019
Q2 | $112K | Sell |
687
-48
| -7% | -$7.83K | 0.02% | 211 |
|
|
2019
Q1 | $115K | Hold |
735
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $95K | Sell |
735
-16
| -2% | -$2.07K | 0.02% | 228 |
|
|
2018
Q3 | $117K | Sell |
751
-10
| -1% | -$1.56K | 0.02% | 240 |
|
|
2018
Q2 | $100K | Sell |
761
-37
| -5% | -$4.86K | 0.02% | 259 |
|
|
2018
Q1 | $100K | Buy |
+798
| New | +$100K | 0.02% | 242 |
|