J.W. Coons Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
2,625
+75
| +3% | +$23.2K | 0.18% | 115 |
|
|
2025
Q1 | $668K | Hold |
2,550
| – | – | 0.18% | 119 |
|
|
2024
Q4 | $754K | Sell |
2,550
-140
| -5% | -$41.4K | 0.19% | 111 |
|
|
2024
Q3 | $741K | Hold |
2,690
| – | – | 0.19% | 118 |
|
|
2024
Q2 | $666K | Sell |
2,690
-142
| -5% | -$35.1K | 0.16% | 120 |
|
|
2024
Q1 | $738K | Buy |
2,832
+120
| +4% | +$31.3K | 0.17% | 115 |
|
|
2023
Q4 | $660K | Hold |
2,712
| – | – | 0.18% | 121 |
|
|
2023
Q3 | $561K | Hold |
2,712
| – | – | 0.16% | 129 |
|
|
2023
Q2 | $555K | Hold |
2,712
| – | – | 0.15% | 135 |
|
|
2023
Q1 | $565K | Hold |
2,712
| – | – | 0.16% | 134 |
|
|
2022
Q4 | $507K | Sell |
2,712
-100
| -4% | -$18.7K | 0.15% | 134 |
|
|
2022
Q3 | $525K | Sell |
2,812
-100
| -3% | -$18.7K | 0.2% | 129 |
|
|
2022
Q2 | $500K | Sell |
2,912
-72
| -2% | -$12.4K | 0.18% | 136 |
|
|
2022
Q1 | $639K | Sell |
2,984
-185
| -6% | -$39.6K | 0.19% | 132 |
|
|
2021
Q4 | $892K | Buy |
3,169
+17
| +0.5% | +$4.79K | 0.27% | 98 |
|
|
2021
Q3 | $901K | Buy |
3,152
+7
| +0.2% | +$2K | 0.31% | 84 |
|
|
2021
Q2 | $918K | Sell |
3,145
-15
| -0.5% | -$4.38K | 0.33% | 82 |
|
|
2021
Q1 | $878K | Buy |
3,160
+55
| +2% | +$15.3K | 0.31% | 88 |
|
|
2020
Q4 | $949K | Hold |
3,105
| – | – | 0.36% | 75 |
|
|
2020
Q3 | $719K | Buy |
3,105
+170
| +6% | +$39.4K | 0.3% | 92 |
|
|
2020
Q2 | $702K | Buy |
+2,935
| New | +$702K | 0.31% | 86 |
|