JFS Wealth 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 | $30K | Sell |
97
-5
| -5% | -$1.55K | ﹤0.01% | 568 |
|
|
2025
Q1 | $26.7K | Buy |
102
+6
| +6% | +$1.57K | ﹤0.01% | 600 |
|
|
2024
Q4 | $28.4K | Hold |
96
| – | – | ﹤0.01% | 559 |
|
|
2024
Q3 | $26.4K | Buy |
96
+2
| +2% | +$551 | ﹤0.01% | 584 |
|
|
2024
Q2 | $23.3K | Sell |
94
-5
| -5% | -$1.24K | ﹤0.01% | 568 |
|
|
2024
Q1 | $25.8K | Hold |
99
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $24.1K | Buy |
99
+7
| +8% | +$1.7K | ﹤0.01% | 547 |
|
|
2023
Q3 | $19K | Buy |
92
+10
| +12% | +$2.07K | ﹤0.01% | 562 |
|
|
2023
Q2 | $16.8K | Buy |
82
+1
| +1% | +$205 | ﹤0.01% | 584 |
|
|
2023
Q1 | $16.9K | Sell |
81
-4
| -5% | -$833 | ﹤0.01% | 572 |
|
|
2022
Q4 | $15.9K | Buy |
85
+13
| +18% | +$2.43K | ﹤0.01% | 579 |
|
|
2022
Q3 | $13K | Buy |
72
+19
| +36% | +$3.43K | ﹤0.01% | 654 |
|
|
2022
Q2 | $9K | Sell |
53
-21
| -28% | -$3.57K | ﹤0.01% | 777 |
|
|
2022
Q1 | $16K | Buy |
74
+33
| +80% | +$7.14K | ﹤0.01% | 654 |
|
|
2021
Q4 | $12K | Buy |
41
+15
| +58% | +$4.39K | ﹤0.01% | 654 |
|
|
2021
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $8K | Hold |
26
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $7K | Hold |
26
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $8K | Hold |
26
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 414 |
|
|
2020
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 401 |
|
|
2019
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 400 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 404 |
|
|
2018
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 462 |
|
|
2018
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 421 |
|
|
2018
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 446 |
|