Jacobi Capital Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
2,772
+287
| +12% | +$88.8K | 0.06% | 292 |
|
|
2025
Q1 | $651K | Sell |
2,485
-25
| -1% | -$6.55K | 0.05% | 317 |
|
|
2024
Q4 | $742K | Buy |
2,510
+18
| +0.7% | +$5.32K | 0.06% | 288 |
|
|
2024
Q3 | $687K | Hold |
2,492
| – | – | 0.05% | 302 |
|
|
2024
Q2 | $617K | Sell |
2,492
-117
| -4% | -$29K | 0.05% | 287 |
|
|
2024
Q1 | $679K | Buy |
2,609
+29
| +1% | +$7.55K | 0.06% | 260 |
|
|
2023
Q4 | $628K | Buy |
2,580
+119
| +5% | +$29K | 0.06% | 261 |
|
|
2023
Q3 | $509K | Buy |
2,461
+38
| +2% | +$7.86K | 0.06% | 269 |
|
|
2023
Q2 | $496K | Sell |
2,423
-33
| -1% | -$6.75K | 0.06% | 276 |
|
|
2023
Q1 | $511K | Sell |
2,456
-305
| -11% | -$63.5K | 0.06% | 265 |
|
|
2022
Q4 | $516K | Sell |
2,761
-136
| -5% | -$25.4K | 0.06% | 259 |
|
|
2022
Q3 | $541K | Buy |
2,897
+65
| +2% | +$12.1K | 0.07% | 238 |
|
|
2022
Q2 | $487K | Buy |
2,832
+1,279
| +82% | +$220K | 0.06% | 254 |
|
|
2022
Q1 | $333K | Buy |
1,553
+740
| +91% | +$159K | 0.04% | 327 |
|
|
2021
Q4 | $229K | Buy |
813
+290
| +55% | +$81.7K | 0.03% | 394 |
|
|
2021
Q3 | $149K | Buy |
523
+19
| +4% | +$5.41K | 0.02% | 449 |
|
|
2021
Q2 | $147K | Buy |
504
+68
| +16% | +$19.8K | 0.02% | 421 |
|
|
2021
Q1 | $121K | Sell |
436
-161
| -27% | -$44.7K | 0.02% | 419 |
|
|
2020
Q4 | $182K | Buy |
597
+100
| +20% | +$30.5K | 0.03% | 328 |
|
|
2020
Q3 | $115K | Hold |
497
| – | – | 0.02% | 371 |
|
|
2020
Q2 | $119K | Hold |
497
| – | – | 0.02% | 345 |
|
|
2020
Q1 | $78K | Buy |
497
+209
| +73% | +$32.8K | 0.02% | 357 |
|
|
2019
Q4 | $53K | Hold |
288
| – | – | 0.01% | 461 |
|
|
2019
Q3 | $43K | Buy |
288
+25
| +10% | +$3.73K | 0.01% | 484 |
|
|
2019
Q2 | $43K | Hold |
263
| – | – | 0.01% | 476 |
|
|
2019
Q1 | $41K | Sell |
263
-100
| -28% | -$15.6K | 0.01% | 440 |
|
|
2018
Q4 | $47K | Hold |
363
| – | – | 0.01% | 397 |
|
|
2018
Q3 | $57K | Hold |
363
| – | – | 0.02% | 399 |
|
|
2018
Q2 | $48K | Hold |
363
| – | – | 0.01% | 423 |
|
|
2018
Q1 | $45K | Hold |
363
| – | – | 0.01% | 405 |
|
|
2017
Q4 | $40K | Sell |
363
-165
| -31% | -$18.2K | 0.01% | 412 |
|
|
2017
Q3 | $62K | Hold |
528
| – | – | 0.02% | 308 |
|
|
2017
Q2 | $55K | Buy |
528
+365
| +224% | +$38K | 0.02% | 291 |
|
|
2017
Q1 | $14K | Buy |
163
+63
| +63% | +$5.41K | 0.01% | 417 |
|
|
2016
Q4 | $8K | Sell |
100
-63
| -39% | -$5.04K | ﹤0.01% | 453 |
|
|
2016
Q3 | $12K | Hold |
163
| – | – | 0.01% | 442 |
|
|
2016
Q2 | $9K | Buy |
+163
| New | +$9K | ﹤0.01% | 464 |
|