JWM
Janiczek Wealth Management’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.91K | Hold |
36
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $9.38K | Sell |
36
-50
| -58% | -$13K | ﹤0.01% | 694 |
|
|
2023
Q4 | $20.9K | Buy |
86
+4
| +5% | +$974 | 0.01% | 534 |
|
|
2023
Q3 | $17K | Buy |
82
+32
| +64% | +$6.62K | ﹤0.01% | 541 |
|
|
2023
Q2 | $10.2K | Hold |
50
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $9.73K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 558 |
|
|
2022
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 538 |
|
|
2022
Q2 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 552 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$2K | – | 930 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 805 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 741 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $1K | Sell |
6
-6
| -50% | -$1K | ﹤0.01% | 538 |
|
|
2020
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 223 |
|