J.P. Morgan Private Wealth Advisors’s Autodesk ADSK Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$19M	Buy	+91,713	New	+$19M	0.05%	282
2023 Q2	–	Sell	-145,043	Closed	-$30.2M	–	1473
2023 Q1	$30.2M	Sell	145,043 -1,981	-1%	-$412K	0.06%	258
2022 Q4	$27.5M	Sell	147,024 -13,883	-9%	-$2.59M	0.06%	268
2022 Q3	$30.1M	Sell	160,907 -5,086	-3%	-$950K	0.08%	226
2022 Q2	$28.5M	Buy	165,993 +20,694	+14%	+$3.56M	0.07%	237
2022 Q1	$31.1M	Buy	145,299 +22,109	+18%	+$4.74M	0.07%	253
2021 Q4	$34.6M	Buy	123,190 +1,962	+2%	+$552K	0.07%	242
2021 Q3	$34.6M	Sell	121,228 -42,482	-26%	-$12.1M	0.08%	229
2021 Q2	$47.8M	Buy	163,710 +15,197	+10%	+$4.44M	0.12%	179
2021 Q1	$41.2M	Sell	148,513 -27,696	-16%	-$7.68M	0.13%	163
2020 Q4	$53.8M	Buy	176,209 +9,330	+6%	+$2.85M	0.17%	134
2020 Q3	$38.6M	Sell	166,879 -819	-0.5%	-$189K	0.15%	143
2020 Q2	$40.1M	Buy	167,698 +18,266	+12%	+$4.37M	0.18%	124
2020 Q1	$23.3M	Buy	149,432 +32,977	+28%	+$5.15M	0.13%	152
2019 Q4	$21.4M	Sell	116,455 -5,510	-5%	-$1.01M	0.1%	192
2019 Q3	$18M	Sell	121,965 -10,457	-8%	-$1.54M	0.09%	199
2019 Q2	$21.6M	Sell	132,422 -10,845	-8%	-$1.77M	0.12%	175
2019 Q1	$22.3M	Sell	143,267 -4,966	-3%	-$774K	0.12%	180
2018 Q4	$19.1M	Sell	148,233 -11,142	-7%	-$1.43M	0.12%	176
2018 Q3	$24.9M	Sell	159,375 -1,704	-1%	-$266K	0.12%	177
2018 Q2	$21.1M	Buy	161,079 +3,104	+2%	+$407K	0.12%	179
2018 Q1	$19.8M	Sell	157,975 -11,829	-7%	-$1.49M	0.13%	157
2017 Q4	$17.8M	Sell	169,804 -1,499	-0.9%	-$157K	0.12%	170
2017 Q3	$19.2M	Sell	171,303 -205	-0.1%	-$23K	0.14%	158
2017 Q2	$17.3M	Sell	171,508 -6,048	-3%	-$610K	0.13%	164
2017 Q1	$15.4M	Sell	177,556 -5,951	-3%	-$515K	0.12%	174
2016 Q4	$13.6M	Buy	183,507 +1,661	+0.9%	+$123K	0.12%	172
2016 Q3	$13.2M	Sell	181,846 -5,446	-3%	-$394K	0.12%	171
2016 Q2	$10.1M	Sell	187,292 -7,024	-4%	-$380K	0.1%	180
2016 Q1	$11.3M	Sell	194,316 -12,217	-6%	-$712K	0.11%	165
2015 Q4	$12.6M	Buy	206,533 +17,692	+9%	+$1.08M	0.13%	159
2015 Q3	$8.34M	Buy	188,841 +1,151	+0.6%	+$50.8K	0.1%	179
2015 Q2	$9.4M	Sell	187,690 -816	-0.4%	-$40.9K	0.11%	191
2015 Q1	$11.1M	Sell	188,506 -71	-0%	-$4.16K	0.13%	172
2014 Q4	$11.3M	Buy	188,577 +3,644	+2%	+$219K	0.14%	166
2014 Q3	$10.2M	Buy	184,933 +2,621	+1%	+$144K	0.13%	172
2014 Q2	$10.3M	Buy	182,312 +2,787	+2%	+$157K	0.17%	133
2014 Q1	$8.83M	Buy	179,525 +29,522	+20%	+$1.45M	0.16%	143
2013 Q4	$7.55M	Buy	150,003 +16,263	+12%	+$818K	0.15%	154
2013 Q3	$5.51M	Buy	133,740 +845	+0.6%	+$34.8K	0.12%	178
2013 Q2	$4.51M	Buy	+132,895	New	+$4.51M	0.11%	178