Joel Isaacson & Co’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,306
+1,600
| +59% | +$495K | 0.05% | 143 |
|
|
2025
Q1 | $708K | Buy |
2,706
+50
| +2% | +$13.1K | 0.03% | 194 |
|
|
2024
Q4 | $785K | Hold |
2,656
| – | – | 0.04% | 174 |
|
|
2024
Q3 | $732K | Hold |
2,656
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $657K | Buy |
2,656
+119
| +5% | +$29.4K | 0.03% | 175 |
|
|
2024
Q1 | $661K | Hold |
2,537
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $618K | Sell |
2,537
-27
| -1% | -$6.57K | 0.04% | 166 |
|
|
2023
Q3 | $531K | Hold |
2,564
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $525K | Hold |
2,564
| – | – | 0.04% | 185 |
|
|
2023
Q1 | $534K | Hold |
2,564
| – | – | 0.04% | 180 |
|
|
2022
Q4 | $479K | Sell |
2,564
-39
| -1% | -$7.29K | 0.04% | 184 |
|
|
2022
Q3 | $486K | Sell |
2,603
-16
| -0.6% | -$2.99K | 0.04% | 168 |
|
|
2022
Q2 | $450K | Buy |
2,619
+16
| +0.6% | +$2.75K | 0.04% | 174 |
|
|
2022
Q1 | $512K | Hold |
2,603
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $732K | Hold |
2,603
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $742K | Buy |
2,603
+9
| +0.3% | +$2.57K | 0.06% | 144 |
|
|
2021
Q2 | $757K | Hold |
2,594
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $719K | Buy |
2,594
+1,601
| +161% | +$444K | 0.06% | 120 |
|
|
2020
Q4 | $303K | Buy |
993
+39
| +4% | +$11.9K | 0.03% | 195 |
|
|
2020
Q3 | $220K | Hold |
954
| – | – | 0.03% | 208 |
|
|
2020
Q2 | $228K | Buy |
+954
| New | +$228K | 0.03% | 190 |
|
|
2017
Q2 | – | Sell |
-2,498
| Closed | -$216K | – | 178 |
|
|
2017
Q1 | $216K | Buy |
+2,498
| New | +$216K | 0.04% | 160 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$41K | – | 504 |
|
|
2013
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 286 |
|
|
2013
Q2 | $34K | Buy |
+1,000
| New | +$34K | 0.02% | 267 |
|