Integrated Wealth Concepts’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
5,242
+603
| +13% | +$187K | 0.02% | 696 |
|
|
2025
Q1 | $1.21M | Sell |
4,639
-1,084
| -19% | -$284K | 0.01% | 752 |
|
|
2024
Q4 | $1.69M | Buy |
5,723
+620
| +12% | +$183K | 0.02% | 619 |
|
|
2024
Q3 | $1.41M | Sell |
5,103
-364
| -7% | -$100K | 0.02% | 667 |
|
|
2024
Q2 | $1.35M | Sell |
5,467
-3,601
| -40% | -$891K | 0.02% | 629 |
|
|
2024
Q1 | $2.36M | Buy |
9,068
+263
| +3% | +$68.5K | 0.03% | 466 |
|
|
2023
Q4 | $2.14M | Sell |
8,805
-200
| -2% | -$48.7K | 0.04% | 455 |
|
|
2023
Q3 | $1.86M | Buy |
9,005
+72
| +0.8% | +$14.9K | 0.03% | 477 |
|
|
2023
Q2 | $1.83M | Buy |
8,933
+4,446
| +99% | +$910K | 0.03% | 491 |
|
|
2023
Q1 | $934K | Buy |
4,487
+3,182
| +244% | +$662K | 0.02% | 643 |
|
|
2022
Q4 | $244K | Sell |
1,305
-2,305
| -64% | -$431K | 0.01% | 880 |
|
|
2022
Q3 | $674K | Buy |
3,610
+2,312
| +178% | +$432K | 0.02% | 514 |
|
|
2022
Q2 | $223K | Sell |
1,298
-382
| -23% | -$65.6K | 0.01% | 858 |
|
|
2022
Q1 | $360K | Sell |
1,680
-2,253
| -57% | -$483K | 0.01% | 675 |
|
|
2021
Q4 | $1.11M | Sell |
3,933
-105
| -3% | -$29.5K | 0.03% | 389 |
|
|
2021
Q3 | $1.15M | Buy |
4,038
+585
| +17% | +$167K | 0.04% | 352 |
|
|
2021
Q2 | $1.01M | Buy |
3,453
+352
| +11% | +$103K | 0.04% | 354 |
|
|
2021
Q1 | $859K | Sell |
3,101
-164
| -5% | -$45.4K | 0.04% | 329 |
|
|
2020
Q4 | $997K | Buy |
3,265
+510
| +19% | +$156K | 0.05% | 256 |
|
|
2020
Q3 | $636K | Buy |
2,755
+309
| +13% | +$71.3K | 0.04% | 294 |
|
|
2020
Q2 | $585K | Buy |
2,446
+580
| +31% | +$139K | 0.04% | 253 |
|
|
2020
Q1 | $291K | Buy |
1,866
+142
| +8% | +$22.1K | 0.03% | 316 |
|
|
2019
Q4 | $316K | Buy |
1,724
+118
| +7% | +$21.6K | 0.03% | 359 |
|
|
2019
Q3 | $237K | Buy |
1,606
+310
| +24% | +$45.7K | 0.03% | 363 |
|
|
2019
Q2 | $211K | Buy |
+1,296
| New | +$211K | 0.03% | 350 |
|