JNBA Financial Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-22
| Closed | -$6.51K | – | 820 |
|
|
2025
Q4 | $6.51K | Buy |
+22
| New | +$6.66K | ﹤0.01% | 544 |
|
|
2025
Q3 | – | Sell |
-7
| Closed | -$2.17K | – | 652 |
|
|
2025
Q2 | $2.17K | Hold |
7
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $1.83K | Hold |
7
| – | – | ﹤0.01% | 600 |
|
|
2024
Q4 | $2.07K | Buy |
+7
| New | +$2.07K | ﹤0.01% | 588 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$3K | – | 703 |
|
|
2021
Q4 | $3K | Sell |
10
-35
| -78% | -$10.2K | ﹤0.01% | 664 |
|
|
2021
Q3 | $13K | Buy |
+45
| New | +$13.8K | ﹤0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$3K | – | 581 |
|
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $2K | Buy |
+18
| New | +$2.43K | ﹤0.01% | 470 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$2K | – | 480 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 485 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 441 |
|
|
2017
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 436 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $2K | Buy |
+18
| New | +$1.51K | ﹤0.01% | 427 |
|
|
2016
Q4 | – | Sell |
-898
| Closed | -$65K | – | 488 |
|
|
2016
Q3 | $65K | Buy |
+898
| New | +$56.6K | 0.01% | 470 |
|
|
2014
Q4 | – | Sell |
-98
| Closed | -$5K | – | 545 |
|
|
2014
Q3 | $5K | Buy |
+98
| New | +$5.37K | ﹤0.01% | 431 |
|
Other funds holding ADSK
VCM
VPM
